Live Webinar: Passing Control of Family Trusts to the Next Generation in the Estate Plan: Avoiding WWIII

 

Date:  Thursday 5th July 2018 – Online:
Vic, NSW, Qld, ACT, Tas: 3pm to 4.30pm  
SA & NT 2.30pm to 4pm 
WA 1pm to 2.30pm

 ABOUT THE WEBINAR
A big part of estate planning is trying to do it effectively and minimise family disputes.  This session looks at how your estate plan can transfer control of the family trust cleanly and effectively, in order to minimise family disputes. It covers:

  • Determining the components of trust control:
    • the trustee’s role
    • control of the corporate trustee
    • the appointor’s role
    • the guardian’s role
  • Case law on control of trusts - Mercanti (WASC)
  • Determining the objective of the transfer:
    • to one child/family group
    • to some children
    • to all children
  • Techniques in effective control transfer to a single child/group - minimising risk of disputes with other family members
  • Techniques in transfer to more than one child:
    • joint control - covering all bases
    • how to avoiding ganging up
    • dispute resolution procedures
  • Rights of discretionary objects in disputes:
    • the right to be considered
    • the right to due administration of the trust
    • the right to information - recent cases
  • How to exercise discretions to avoid review
  • Recent cases on the rights of beneficiary
 PRESENTER
Our presenter

Paul Paxton-Hall, Director, Paxton-Hall Lawyers, Brisbane

With over 35 years’ experience, Paul Paxton-Hall is one of Brisbane’s foremost legal minds. His focus on professional excellence and outstanding client service have been the hallmarks of his legal career.

Paul has a keen attention to detail and endeavours to provide practical business and tax solutions to complex legal problems.  He is a strategic thinker with a focus on outcome rather than process.

Paul has worked in the commercial, property, finance and tax areas of the law throughout his career.  His current focus is company and commercial law, but he also has a passionate commitment to the not-for-profit sector and to estate planning work.

 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 [CLE] 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: RBFJUL18
 Price:   $253.00 (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.