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 Recorded Webinar: Fraud on the Power and Risk of Resettlement in Estate Planning

Date: Thursday 14th October 2021
Duration: Approximately 1 Hour

 ABOUT THE WEBINAR

This session looks at the established trust principle of fraud on a power and how it may impact estate plans with an invalid exercise of trustee discretion. This session includes:

  • What is fraud on a power and when can it arise?
  • How invalid exercise of discretion can impact estate planning
  • Exercising discretion to avoid a fraud on a power
  • Avoiding a fraud on a power – looking an intention of the settlor
  • Spotlight on power of variation or amendment
  • How to properly draft power of amendment to avoid issues down the track
  • Case update
 PRESENTER
Recorded Webinars,Estate planning,Recorded Webinar: Fraud on the Power and Risk of Resettlement in Estate Planning Edward Skilton, Principal Lawyer, Sladen Legal, Melbourne

Edward is a Principal Lawyer in the business law team at Sladen Legal in Melbourne, with a particular focus on equity, trusts and succession.

The focus of his dispute practice is on protecting at risk beneficiaries and others negatively affected by the decisions of the incumbent controllers of estates and trusts.  He represents plaintiffs and defendants in the County Court and Supreme Court in matters relating to trust advice, replacement of executors/trustees, validity of documents and transactions (including SMSF and trust distributions) and claims for further provision.

On the planning side, Edward prepares complex estate plans and is particularly interested in assisting the owners of private business groups transfer the business to the next generation, as distinct from a sale to third parties. 

Where there are concerns about a person’s ability to make decisions about their own finances (including business and investment assets) and care, Edward advises and represents clients in relation to administration and guardianship applications in the Victorian Civil and Administrative Tribunal including applications for advice regarding proposed transactions, conflict transactions and compensation. 

Edward is recommended in Doyles Guide for Wills, Estates and Succession Planning Lawyers, Victoria.

 WHO SHOULD ATTEND?

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

 CPD 

Accountants can claim up to 1 CPD/Training hour.  FASEA – category “Technical Competence” – 1 hour.  Lawyers can claim up to 1 CPD unit/point – substantive law.  This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

WA lawyers – From April 1st 2021, due to the new requirements we are unable to verify your completion of recorded webinars to the Legal Practice Board of WA.

 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: [email protected]



© Television Education Network Pty Ltd 2021

Product Code: WBHOCT21
 Price:  $269.50 (Inclusive of GST)
© 2021 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.