In today’s dynamic legal landscape, including reforms to the taxation of trusts, a basic Will no longer meets the diverse needs of all your clients. Join Paul Evans, a Preeminent Wills, Estates & Succession Planning Lawyer, and Marcia Barker, Partner & Head of Private Enterprise – Sydney at Grant Thornton, for this practical workshop on testamentary trust drafting, structuring and tax. Work through key trust structures, complex client scenarios and drafting pitfalls, while Marcia examines the tax reforms and their implications for testamentary trusts. Take away practical strategies, case studies and example clauses to strengthen your drafting.
Wednesday, 24 March 2027
9.00am to 1.15pm Throughout the workshop, you will review example clauses and learn how to avoid pitfalls when drafting testamentary trusts, examining the following:
- Circumstances for including a testamentary trust in the will
- Drafting for the different types of testamentary trusts:
- Special disability trusts
- Life interest trusts
- Superannuation death benefit trusts
- Testamentary discretionary trusts
- Managing tax issues with testamentary trusts
- Excepted Trust Income
- Capital gains tax and land tax
- Non-resident beneficiaries
- Administrative and legal requirements for setting up the trust
- Explore case studies to illustrate when a particular trust may be appropriate for a client's circumstances
- In-depth strategies to elevate your drafting
- Example clauses to take away and utilise in your drafting
- Example clauses to avoid and what to do differently
Presented by Paul Evans, Special Counsel, Bridges Lawyers; Accredited Specialist in Wills and Estates Law; Preeminent Wills, Estates & Succession Planning Lawyer, Recommended Wills & Estates Litigation and High Net Worth Wealth & Succession Planning Lawyer, Doyle’s Guide 2026 and Marcia Barker, Partner & Head of Private Enterprise – Sydney, Grant Thornton; Chartered Accountant Australia New Zealand (CA); Member of the Tax Institute of Australia (CTA)
Description
Attend and earn 4 CPD units including:
2 units in Professional Skills
2 units in Substantive Law
This program is applicable to practitioners from all States & Territories
What past attendees have said about Paul’s workshops:
“Succinctly provided information in an entertaining way”
“Informative + knowledgeable”
Presenters
Marcia Barker, Partner & Head of Private Enterprise – Sydney, Grant ThorntonMarcia has over 11 years of accounting, taxation, superannuation and business advisory experience, focusing on family businesses and high net worth individuals. This includes taxation planning, business restructuring and succession and transition planning for business exit strategies. Marcia builds strong, trusted relationships which lay a foundation for providing holistic and personalised advice. Marcia works across a number of industry sectors with an emphasis on commercial and residential builders and is a core member of the firm’s real estate and construction industry group. She has vast knowledge in the areas of small business concessions and taxation of trusts. Marcia is a Member of the Institute of Chartered Accountant Australia New Zealand (CA) and the Tax Institute of Australia (CTA).
Paul Evans, Special Counsel, Bridges Lawyers
Paul has over 30 years’ experience in Estate Litigation, Estate Administration and Complex Estate Planning with Testamentary Trusts (Discretionary, Life Estates and Special Disability). He also advises charities on issues arising with ‘Gifts in Wills’. He worked in London for 10 years assisting high net worth clients with their estate planning to mitigate Inheritance tax. He is regularly appointed by the NSW Supreme Court as an independent administrator of estates in dispute. Paul has been an Accredited Specialist in Wills and Estates Law since 2004. He is a full member of STEP. He is also listed as pre-eminent in the Doyles Guide NSW List for Wills & Estates Succession Planning Lawyers.
