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
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
Paul Evans, Partner, Makinson D’Apice
Paul is a Partner at Makinson d’Apice with over 30 years’ experience in the Private Clients area. An Accredited Specialist in Wills and Estates Law, he is also a member of the Society of Trust and Estate Practitioners. Paul frequently speaks at seminars on Wills and Estate Law, providing continuing legal education for solicitors and other professionals. Paul qualified as a Solicitor in England in 1992 and in NSW in 1994. He holds Arts and Law degrees from the University of Sydney. His expertise includes wills and estate planning, disputes to wills, protecting assets for future generations, and estate administration. During his 18 years in London, Paul specialised in inheritance tax mitigation and worked with charities such as 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 NAB Private Wealth) as Manager Northern States, Estate Planning. Paul has extensive experience assisting a wide range of clients, including high-net-worth individuals, and creating tailored solutions for blended families. Paul regularly appears in Doyles Guide in the areas of estate litigation and Wills, Estates & Succession Planning.
