Tuesday, 3 March 2026
Effective Use of Trusts in Estate Planning
- Common objectives and challenges of a succession plan
- How the trust can be used to effectively advance the succession plan
- When the trust may not be most appropriate
- Pitfalls in the use of the trust, including the trustee’s fiduciary duty and tax issues
- Common anatomy in a discretionary trust and designing the trust in the context of succession planning
Presented by King Tan, Consulting Principal, Keypoint Law
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
Chair
Peter Worrall, Director, Peter Worrall Consultant Lawyers
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.
King Tan, Consulting Principal, Keypoint Law
King Tan is a senior lawyer with extensive experience in providing strategic legal advice across a broad range of complex matters. For more than a decade, he has advised private family groups and high-net-worth individuals on transactions and structures aimed at protecting, growing, and transitioning wealth. His practice spans corporate and commercial transactions, including acquisitions and divestments of shares, businesses, and assets, as well as domestic and cross-border restructures, and debt and equity raisings. King also has significant expertise in tax strategy and disputes, covering both federal taxes (such as income tax and capital gains tax) and state taxes (including stamp duty, land tax, and payroll tax). He provides structuring advice to optimise tax outcomes and manage risk, and represents clients in reviews, audits, objections, and litigation before revenue authorities. In addition, King’s private wealth and succession practice involves the design and establishment of family offices in Australia and offshore, developing asset protection and wealth preservation strategies, and implementing comprehensive succession plans to ensure intergenerational wealth transfer and business continuity.
