Recorded Webinar: Inter Vivos Discretionary Trusts: The Drafting Toolkit

 
Date: Monday 20th November 2017
Duration: approx. 2 hours
 ABOUT THE WEBINAR
A vital skill for any good commercial lawyer is knowing how to draft family trusts that work. It’s often harder than you might think. This practical session looks at how to draft some of the more difficult provisions in discretionary family trusts. It covers:
  • Understanding the purpose behind the trust – an essential drafting precursor
  • Drafting problem areas and hot spots:
    • beneficiaries
    • powers, capital and income
    • financial issues
    • personal interests and liabilities
    • appointment and removal
    • notional settlor provisions
    • streaming provisions
  • Practical case study examples
 PRESENTER
Our presenter

Scott Whitla, Partner, McCullough Robertson, Brisbane

As an accredited specialist in succession law, Scott specialises in all aspects of succession planning, estate administration and estate and trust litigation.  He manages the firm’s Equity and Private Client team, having been made a Partner in 2009. His clients include high-net worth individuals, accountants, financial advisers and other legal firms and their clients.

Scott assists clients to find effective succession planning solutions which protect and preserve assets for the intended beneficiaries, while also minimising the taxation and stamp duty implications which might otherwise arise.  He is a leading lawyer in the area of preparing, interpreting and contesting wills, administering deceased estates and applications to the Queensland Civil and Administrative Tribunal.

Scott also assists clients with estate administration and estate litigation.  In addition to his substantial experience in these areas, Scott is also an expert on guardianship and administration issues, including matters involving questions of capacity, and the validity of transactions and decisions made under enduring powers of attorney.

Scott is a regular speaker for the Queensland Law Society, Television Education Network and the Taxation Institute of Australia.  He is also a qualified mediator.

 WHO SHOULD ATTEND?

This webinar is suitable for in-House Counsel and lawyers practising in business law – Australia wide. 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 us, on (03) 9670 2055 or email: info@tved.net.au
Product Code: WBLNOV17
 Price:  $253.00 (Inclusive of GST)
© 2019 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.