Recorded Webinar: Controlling the Family Unit – Trusts, Death and the Estate Plan

 

Date:  12th February 2018

Duration:  approx. 2 hours 

 ABOUT THE WEBINAR
Understanding how family trusts are controlled enables you to plan the distribution upon your death. When used correctly, family trusts can assist with asset protection, tax effective distribution of income, and the transfer of control of assets. This presentation covers:

  • The importance of the trust deed and family constitution – variation, voting rules and control
  • Control of the trust:
    • the role of the trustee and appointor/ guardian/ principal
    • what happens on death or incapacity of the appointor?
    • who will be the directors?
    • corporate trustee – how do you manage transfer of control?
  • Understanding trustee duties and obligations
  • Winding up, passing control and joint control
  • Beneficiaries – income and capital beneficiaries
  • Vesting date – when is the trust to be wound up?
  • Dealing with loans and unpaid present entitlements
 PRESENTER
Our presenter

Scott Whitla, Partner, McCullough Robertson, Brisbane

As an accredited specialist in succession law, Scott specialises in all aspects of succession planning, estate administration and estate and trust litigation.  He manages the firm’s Equity and Private Client team, having been made a Partner in 2009. His clients include high-net worth individuals, accountants, financial advisers and other legal firms and their clients.

Scott assists clients to find effective succession planning solutions which protect and preserve assets for the intended beneficiaries, while also minimising the taxation and stamp duty implications which might otherwise arise.  He is a leading lawyer in the area of preparing, interpreting and contesting wills, administering deceased estates and applications to the Queensland Civil and Administrative Tribunal.

Scott also assists clients with estate administration and estate litigation.  In addition to his substantial experience in these areas, Scott is also an expert on guardianship and administration issues, including matters involving questions of capacity, and the validity of transactions and decisions made under enduring powers of attorney.

Scott is a regular speaker for the Queensland Law Society, Television Education Network and the Taxation Institute of Australia.  He is also a qualified mediator.

 WHO SHOULD ATTEND?

This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

 ENQUIRIES/ASSISTANCE
If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: lisa@tved.net.au
Product Code: WBLFEB18
 Price:  $253.00 (Inclusive of GST)
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