Recorded Webinar: Testamentary Trusts: The Good, the Bad and the Ugly

 

Date: Tuesday 28th July 2020
Approximate Length: 1 Hour

 ABOUT THE WEBINAR
Testamentary trusts provide a greater level of control over the management and distribution of assets to beneficiaries, but also bring with them complexity, inflexibility and ongoing cost. This session will look at the requirements of these trusts and the key considerations for determining their relevance to your client, including:

  • When to recommend a testamentary trust to a client and why
  • Types of testamentary trust and relevant circumstances for each
  • Multiple and umbrella trust structures – protecting the next generations and vesting issues
  • Trust creation – powers, restrictions, conditions, asset allocation and other essentials
  • Recent integrity measures for concessional tax arrangements – what they mean for your client
 PRESENTER
Recorded Webinars,Estate planning and Wills,Recorded Webinar: Testamentary Trusts: The Good, the Bad and the Ugly

Patrick Huang, Senior Associate, Coleman Greig Lawyers, Sydney

Patrick Huang is a Senior Associate in Coleman Greig’s Taxation Advice team, having joined the firm as part of its 2019 integration with Argyle Lawyers.

With over 6 years’ experience as a taxation and commercial lawyer, Patrick has extensive experience in general commercial law, corporate governance, asset protection, tax and business structuring, tax controversy business succession planning and employment taxes matters. From advising clients on tax and business structures, employee share schemes, buy-sell agreements, contract review, capital raisings and M&A transactions, no day is the same.

Patrick has experience working for a wide array of clients which have included charities, professional services firms (including accountants and financial planners) high-net worth individuals, family groups and SMEs.

Some examples of his work have included helping a small business owner with the settlement of a multi-million dollar tax dispute, acting on the sale of a $10m financial planning and mortgage brokerage client book, assisting financial planners to dealing with adverse action claims and acting on a complicated $5m capital raising involving an APRA-regulated life insurance company.

 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



© Television Education Network Pty Ltd 2020

Product Code: WBSJUL20
 Price:  $198.00 (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.