Recorded Webinar: Structuring Testamentary Trusts to Bullet Proof the Estate Plan

Thursday 27th July 2017

Duration:  approx. 1.5 hours

About the webinar

The creation of testamentary trusts is challenging.  Finding the balance between flexibility and protection requires careful consideration and drafting. This session will cover the issues that arise when drafting testamentary trusts and practical strategies to avoid them.  It covers:

  • Optional testamentary discretionary trusts – advantages and disadvantages including flexibility, protection and taxation advantages
  • Single vs multiple testamentary trusts
  • Cascading testamentary trusts
  • Post-death testamentary trusts
  • Testamentary trusts and property acquired after death
  • Trustees duties and powers – how wide?
  • Rights of beneficiaries – how much is too much?
  • Inter vivos trusts
  • Will drafting and testamentary trusts - James v Douglas [2016] NSWCA 178

Who should attend

This webinar is suitable for lawyers 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.

Craig Spink, Principal, Spink Legal, Brisbane

Craig practices exclusively in estate and commercial law. Craig’s experience includes estate planning with a particular interest in beneficiaries with disabilities,  administration of deceased estates, estate litigation including acting on behalf of a large trustee company, Court proceedings including will interpretation actions, business succession planning for professional practices and SME’s and  preparing shareholder agreements and other commercial agreement for SME’s.

In addition to his role as Principal of Spink Legal, Craig is the Managing Director of Invaulta, a Brisbane based software company providing an online management solution for lawyers, accountants and financial planners and their clients.

Product Code: WBTJUL17
 Price:  $253.00 (Inclusive of GST)
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