About the webinar
Testamentary trusts come in many shapes and sizes. This presentation will discuss the pros and cons of various options you have when drafting a testamentary trust Will, including:
- Types of testamentary trusts
- Alternatives in making testamentary trusts optional
- Trustees – who?
- What powers do the trustees need?
- Beneficiaries – how to define the beneficiary class?
- Appointor/guardian or none?
- If so, what powers? What veto rights?
- Term of trust – defined short term or maximum possible?
- When not to use testamentary trusts
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.
Nathan Yii, Principal Lawyer & Accredited SMSF Specialist, Nathan Yii Lawyers – Structuring & Estate Planning Law
Nathan Yii is the Principal Lawyer and an accredited SMSF Specialist Advisor of the Melbourne based legal practice, Nathan Yii Lawyers – Structuring & Estate Planning Law.
He is a leading structuring and estate planning lawyer, having a formidable reputation in Australia as a legal practitioner, university lecturer and presenter.
He provides legal advice and services to accountants, financial advisors, legal practitioners and their clients in the areas of structuring and estate planning.
Nathan is a regular presenter for practitioner discussion groups and professional education providers in his areas of interest and expertise including Television Education Network and the Law Institute of Victoria. He is also an adjunct lecturer in the Master of Laws program at the College of Law.
Live webinar delegates will receive a CPD certificate for attendance at this webinar. Lawyers can claim up to 2 CPD [CLE] units/points – substantive law OR claim up to 1 CPD [CLE] units/points – substantive law and 1 CPD [CLE] units/points – professional skills. This webinar has been designed to run for 2 hours, however, webinar lengths can vary depending on the level of questions and discussion, and the minimum length of the webinar is 1.5 hours.