Close
My Cart (0 items)
Checkout

Login to TEN

Privacy Policy
Privacy Policy
Return
My Cart (0 items)
Checkout
102510
Recorded Webinars

Recorded Webinar: Trust Me: Protecting Vulnerable Family Members in the Estate Plan

Particular types of inter-vivos and testamentary trusts provide a very important vehicle for the ongoing support and protection of vulnerable family members, and give comfort to the parents of children with special needs. This session will highlight key factors in advising on, est
PRESENTED BY Warwick Gilbertson Partner and Accredited Specialist in Family Law - Turnbull Hill Lawyers , Sydney

Date/Time

About the Webinar

Particular types of inter-vivos and testamentary trusts provide a very important vehicle for the ongoing support and protection of vulnerable family members, and give comfort to the parents of children with special needs. This session will highlight key factors in advising on, establishing and managing these types of trusts, including:

  • The suitability of trusts for vulnerable and special needs family members
  • Considerations for establishing an inter-vivos or testamentary trust
  • The difference between protective trusts and special disability trusts and the characteristics of each
  • Statutory requirements for a Special Disability trust including purpose and eligibility
  • Financial and taxation considerations, including pension impacts for both the donor and beneficiary
  • Trust control issues and decision-making capabilities of the beneficiary
  • Tips for guarding against undue influence and other vulnerabilities
  • Trust assets including superannuation proceeds
  • Accounting requirements, administration and ongoing management.

Presented By

Warwick Gilbertson
Partner and Accredited Specialist in Family Law, Turnbull Hill Lawyers Sydney, NSW

Warwick is the Partner in charge of Wills & Estates and Family Law at Turnbull Hill Lawyers.

With a career spanning more than 45 years, Warwick has become a sought-after advisor regarding Wills, Powers of Attorney, Guardianship, Trusts, Companies, Superannuation Funds, Business entities and the claims that can be made upon them.

He has extensive experience in contested wills and estate cases in the Equity and Probate Divisions of the Supreme Court. He is an Accredited Specialist in Family Law, a member of the Taxation Institute of Australia and a Trust and Estate Practitioner (TEP), a specialist designation given to him by STEP – the worldwide professional association for those advising families across generations. He is one of a handful of TEPs in the wider Hunter Region.

Turnbull Hill has been listed in Doyle’s Guide as Leading Law Firm: Wills and Estate Litigation 2018 to 2023(NSW) and Leading Law Firm: Wills, Estates and Succession Planning 2021 to 2023 (NSW). Warwick has been personally recognised by Best Lawyers, Trusts and Estates 2021 to 2023/2024.

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 Information

Accountants can claim up to 1 CPD hour. Lawyers can claim up to 1 CPD unit/point – substantive law. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

WA lawyers – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

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: [email protected]

Go to top