Recorded Webinar: Family Discretionary Trusts – Protecting the Family Jewels and Maintaining Harmony


16th July 2019

Duration:  approx. 1.5 hours

The main advantages of family trusts are to protect assets and reduce tax. However, family trusts are vulnerable to attack and depredation – particularly from within. This session examines how to minimize the risk of family disputes involving trusts, including:

  • Managing control of family trusts – understanding the formal legal mechanisms

  • How to manage trust control

  • Establishing the groundwork – use of family agreements and shareholder agreements to keep the peace

  • In what circumstances will the Courts interfere with trustee decisions?

  • If they do interfere what remedies will they grant?

  • Structuring trusts to avoid disputes – key provisions to include

  • Lessons from the Mercanti decision

Recorded Webinars,Trusts,Recorded Webinar:  Family Discretionary Trusts – Protecting the Family Jewels and Maintaining Harmony

Paul Hockridge, Partner and Head of Tax Advisory, Mutual Trust, Melbourne

Paul has over 35 years’ experience in advising high wealth families, closely held businesses and accounting and legal firms on tax, asset protection and estate and succession planning.

He has particular expertise in litigation support and property development.

Paul started his career with the Australian Taxation Office and has worked in major legal and accounting firms. Prior to joining Mutual Trust he was a tax partner at Deliotte Private for several years.

Paul is a senior fellow in the Law School at the University of Melbourne, where he teaches in the Masters program. Before that he was an adjunct professor at LaTrobe University.


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.

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:

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Product Code: WBHJUL19
 Price:  $264.00 (Inclusive of GST)
© 2020 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.