Live Webinar: Managing the Estate Plan When a Trustee or Corporate Trustee Director of a SMSF Loses Capacity

 

Date:   Tuesday 22nd January 2019 – Online:
Vic, NSW, ACT, Tas :  3pm to 4.30pm 
SA: 2.30pm to 4pm  WA: 12noon to 1.30pm 
NT: 1.30pm to 3pm  Qld: 2pm to 3.30pm

 ABOUT THE WEBINAR
An individual trustee of a superfund or a director of a corporate trustee of a superfund may lose capacity. What protective measures should be put into place, and what is the appropriate response after it occurs is the focus of this session. It includes:

  • When a trustee or director loses capacity – the role of the holder of the enduring power
  • Options regarding continuity of an SMSF
  • Importance of trust deed in appointment or removal of trustees
  • Corporate v. individual trustees – comparative issues on removal
  • When does a director lose their office – situations involving loss of mental capacity
  • The company constitution and the use of successor directors
 PRESENTER
Our presenter

Kimberley Martin B.A. LL.B. (Hons), LL.M, TEP is a Director at Worrall Moss Martin Lawyers in Hobart, Tasmania.

Kimberley’s range of expertise includes estate planning, tax, trusts and superannuation law, with a particular emphasis on complex needs, international, and high net worth estate planning.   She also provides extensive advice in the area of charity law.

Kimberley has a strong voice representing the legal profession at a State, National and International level through her involvement on committees, her published work, her professional presentations, and media exposure.   She is one of two Australian members of the STEP Digital Assets Special Interest Group Steering Committee.  

In October 2017, she graduated with an LL.M (Masters of Applied Law) in Wills & Estates through the College of Law and, with the highest average mark in the national course, was awarded the prize of “Best Graduating Student” of her class.  

Kimberley has recently been announced as one of six finalists in the Society of Trust & Estate Practitioners (STEP) Private Client Awards 2018/19 Young Practitioner of the Year Award.   Kimberley is the only Australian finalist in this award category, with the other finalists being based in the United Kingdom and the United States of America.  

 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.

 CPD CERTIFICATE

Live webinar delegates will receive a CPD certificate for attendance at this webinar.  Accountants can claim up to 1.5 CPD/Training hours.  Lawyers can claim up to 1.5 CPD units/points – substantive law.  This webinar has been designed to run for 1.5 hours, however, webinar lengths can vary depending on the level of questions and discussion, and the minimum length of the webinar is 1 hour.

 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

Attending a TEN webinar couldn’t be easier. Basically it’s just like attending a seminar except that you don’t have to leave the comfort of your office or home. You just need to be available at the appointed date and time with your computer and internet connection.

Once you’ve registered for the webinar, we send you a link so that you can login to the webinar from your computer. The speaker delivers the session from their computer in real time. Just like a live seminar, you can ask questions of the speaker. You simply type your question into the question box and the speaker responds to it during question time.
At the end of the webinar session we send you a certificate to confirm your attendance and the number of CPD hours you earned.

You will need a computer with sound, an internet connection and earphones if you need to participate in the webinar in an open office environment (so you don’t disrupt those around you).

Product Code: RBBJAN19
 Price:   $264.00 (Inclusive of GST)
© 2018 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.