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 Live Webinar: Testamentary Trusts for Vulnerable Beneficiaries

Date: Wednesday 3rd August 2022
Vic, NSW, Qld, ACT, Tas: 1pm to 2pm
SA & NT:  12.30pm to 1.30pm
WA: 11am to 12noon

The care and maintenance of vulnerable family members following the death of a parent or carer can be a significant source of concern. This session will explore the option of establishing a testamentary trust for the vulnerable and what needs to be in the trust deed, including:
Assessing the future needs of vulnerable family members and considering how they can best be accommodated on the death of a carer/parent

  • Assessing ongoing physical, accommodation, medical, financial, social and other support required
  • Trustee choice and ongoing issues of control and management
  • Factoring in equality (or not) of asset and income distribution and sibling relationship issues
  •  When is a Special Disability Trust available and beneficial?
  • Considerations in drafting a SDT, including:
    • relevant legislation
    • eligibility
    • model deed
    • limitations
    • impact on pensions and government benefits
    • ending of the trust and residual beneficiaries
  • Common drafting errors in testamentary trusts for vulnerable beneficiaries and how to avoid them
Live Webinars,Wills and Succession Law,Live Webinar: Testamentary Trusts for Vulnerable Beneficiaries

Danny Adno, Partner, Holman Webb Lawyers, Sydney

Danny is a Partner working within Holman Webb’s Business, Corporate and Commercial team and is a Family Business Australia Accredited Advisor.

As part of a holistic asset protection strategy, Danny works closely with families and individuals - assisting them with implementing individually tailored and tax-effective estate planning and asset protection strategies.

As an experienced estate planner, Danny works closely with his clients’ trusted advisers in order to provide estate planning advices to effectively protect his clients’ assets in the event of death or disablement. Danny regularly works with professionals, business owners and high net worth individuals assisting them with effective estate planning and asset protection strategies and documentation, tailored to their personal circumstances.


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.


Registered live webinar delegates will receive a CPD certificate for attendance at this webinar.  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.

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

© Television Education Network Pty Ltd 2022

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: LBCAUG22
 Price:   $269.50 (Inclusive of GST)
© 2022 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.