Testamentary Trust Workshop

In today's dynamic legal landscape, a basic will no longer meet the diverse needs of all your clients. Lawyers must stay informed about the various testamentary trusts, tailored to address complex scenarios in blended families and asset protection needs, and beneficiaries facing disabilities or vulnerabilities. Join Paul Evans, a recognised Wills and Estates law expert for this comprehensive workshop, where you will acquire essential insights, real-world examples and clauses, effective strategies, and best practices to ensure your testamentary trust drafting expertise is always correct. 243N36

Tuesday, 19 March 2024
9:00am to 1:15pm Testamentary Trust Workshop

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, Partner, Makinson d’Apice Lawyers; Accredited Specialist in Wills & Estates Law, Member of STEP; Preeminent Wills, Estates & Succession Planning Lawyers – New South Wales, Doyle’s Guide 2023  

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

Testimonials

Testimonials from Paul’s Past Workshops:

“Succinctly provided information in an entertaining way”
“Informative + knowledgeable”
“Well-spoken and easy to understand, shared interesting cases”

Presenters


Mr. Paul Evans, Partner, Makinson d’Apice Lawyers
Paul is a Partner at Makinson d'Apice and has over 20 years' experience in the area of Private Clients. He is an Accredited Specialist in Wills and Estates Law and is a member of the Society of Trust and Estate Practitioners. Paul is a regular speaker on Wills and Estate Law at Estate Planning, Estate Administration and Superannuation seminars providing continuing legal education for solicitors and other professionals. Paul qualified as a Solicitor in England in 1992 and in NSW in 1994 and has degrees in Arts and Law from the University of Sydney. Paul specialises in wills and estate planning, disputes to wills, protecting assets for future generations and estate administration. Paul lived in London for 18 years and during that time specialised in inheritance tax mitigation. He also acted for charities, including Save the Children Fund and The King Edward's Hospital Fund for London. Before joining Makinson & d'Apice in 2011 Paul worked at National Australia Trustees Limited (part of Nabprivatewealth) where he was Manager Northern States, Estate Planning. Paul is highly experienced in assisting a range of clients including high net worth individuals in transferring and protecting their wealth. He has also helped many clients with a blended family to create solutions to provide for all family members. Paul has been listed in the 2021 Doyles Guide as a Leading Estates Litigation Lawyer and a Preeminent Wills Estates and Succession Planning Lawyer in New South Wales.

243N36

Testamentary Trust Workshop

CHOOSE YOUR SESSION AND
DELIVERY MODE BELOW

Single Session
Tuesday, 19 March 2024
9:00am to 1:15pm Australia/Sydney
CPD Points 4
$505.00
$505.00
Face to Face 20240625 20240319

Face to Face

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On Demand 20240625 20240319

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Venue
Cliftons - Margaret St, Level 13

Level 13, 60 Margaret Street, Sydney

Directions

Closest Train Stations: Wynyard (100m) and Martin Place (700m)

Closest Bus Interchange: Clarence Street (170m)

Ferries: Circular Quay (1.2km)

Parking Information

Parking not included with registration. Possible options:

Met Centre, Jamison St -  Click here for rates

Amora Hotel - Click here for rates

Secure Park 20 Bond St - Click here for rates