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 Recorded Webinar: Drafting Effective Testamentary Trusts

 

Date: Wednesday 7th October 2020
Approximate Length: 1 Hour

 ABOUT THE WEBINAR
There are numerous benefits for both the testator and beneficiaries in the creation of a testamentary trust for the holding and distribution of estate assets and income after death. The establishment and ongoing arrangements for a trust need to be set up in the will and requires care in drafting to avoid problems down track. This session details the essential provisions of a testamentary trust arrangement, including:

  • Circumstances for including a testamentary trust in the will
  • Key clauses to include
  • Powers, appointment and removal of a trustee
  • Defining the class of beneficiaries and managing those who pre-decease the testator
  • Specifying assets to be held in the trust and their ongoing management
  • The elements of trusts for a special purpose eg disability or special need
  • Inclusion of “opt out” provisions
  • Administrative and legal requirements for setting up the trust
 PRESENTER
Recorded Webinars,Estate planning,Recorded Webinar: Drafting Effective Testamentary Trusts

Bryan Mitchell, Principal, Mitchells Solictors, Brisbane

Bryan Mitchell  TEP FTI is the managing director of Mitchells Solicitors, having offices in Brisbane City, Moorooka, Aspley & Maroochydore.  Bryan is an Accredited Specialist in Succession Law.  He & his firm are recognised in Doyle’s Guide as leaders in Estate Planning and Estate Litigation.  His practice works almost exclusively in the area of Wills and Estates and Trusts, including Estate Planning, Elder Law, Estate Administration and Estate Disputes.  Bryan is a regular presenter.  He is Vice Chair of STEP Australia, immediate past Chair of STEP Qld, a member of an Advisory Board for College of Law & a committee member dealing with Succession Law policy for the Queensland Law Society.

 WHO SHOULD ATTEND?

This webinar is suitable for succession lawyers – Australia wide. 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: [email protected]



© Television Education Network Pty Ltd 2021

Product Code: WBCOCT20
 Price:  $264.00 (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.