Tuesday, 3 March 2026
Chair
Peter Worrall, Director, Peter Worrall Consultant Lawyers
Description
Attend and earn 1 CPD unit in Substantive Law
This program is applicable to practitioners from all States & Territories
* This interactive online recording includes questions and quizzes requiring critical thinking about the topics, so you have no annual limits to the number of points/hours you can claim with this format of learning. Please verify with your CPD rules
Cross Border Estate Planning: Dealing with Trusts with Foreign Beneficiaries
- Key issues with dealing with trusts with foreign beneficiaries
- Planning issues facing foreign estates and beneficiaries
- Asset protection and practical family issues
- Case study
Presented by Raymond Lim, Solicitor Director, TEP Legal
Presenters
Peter Worrall, Director, Peter Worrall Consultant LawyersPeter Worrall is a Director, and Founder of Peter Worrall Consultant Lawyers. He also practices as a Notary Public. He has extensive experience in Estate Planning Law, is the author of the Estate Planning chapter in "Australian Succession Law" published by Thomson Reuters, and the author of a large number of papers on estate planning, tax, and commercial law. He is a former Tasmanian Chair of the Society of Trust and Estate Practitioners (STEP), and a former Director of STEP Australia.
Raymond Lim, Solicitor Director, TEP Legal
Raymond Lim is a solicitor-director of TEP Legal Pty Ltd. He holds qualifications in accounting, finance and law and holds dual professional qualifications as a Chartered Accountant and Solicitor. He has more than 20 years of extensive experience providing a diversified range of commercial legal advice to clients which includes trust, commercial law, property, taxation law as well as comprehensive estate and superannuation legal advice. Raymond is an expert in international estate planning, assisting high-net-worth private new migrants to kick start their business structures with businesses across different continents of the world. Raymond is an experienced presenter for Legalwise Seminars, Editor of Retirement and Estate Planning Bulletin as well as being the author of papers in technical journals such as Taxation Institute of Australia, Financial Planning, Money Management and Retirement and Estate Planning Bulletin.
