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 Live Webinar: Tax and Testamentary Trusts: The Gift that Keeps on Giving

Date: Monday 17th October 2022
Vic, NSW, ACT, Tas: 1.30pm to 2.30pm
Qld: 12.30pm to 1.30pm
SA:  1pm to 2pm
NT:  12pm to 1pm
WA: 10.30am to 11.30am

 ABOUT THE WEBINAR
The benefits of testamentary trusts are many and varied, however the landscape is constantly shifting, as can be seen by recent measures involving minor beneficiaries. This session will provide a guide to the tax treatment of testamentary trusts and why these can be significantly more beneficial than inter-vivos trusts, including:

  • When would a testamentary trust be appropriate for your client?
  • Can a testamentary trust be established post-death in the absence of provisions in the will?
  • How marginal tax rates make all the difference
  • CGT benefits of testamentary trusts
  • Recent reforms in concessional tax treatment for minor children and their practical implications
  • Achieving tax effectiveness through trustee discretion
  • Can beneficiaries under the trust include later born children?
  • Can superannuation left to the estate be subject to a testamentary trust?
  • Case studies and worked examples
 PRESENTER
Live Webinars,Estate planning,Live Webinar: Tax and Testamentary Trusts: The Gift that Keeps on Giving

Paul Mackenroth, Partner, Crest Lawyers, Gold Coast, Qld

Paul has extensive and comprehensive experience within tax, estate and succession planning, asset protection, trusts and offers expertise in advising a variety of commercial and private business transactions.

Having a background in law enforcement as a former Detective with the Queensland Police, Paul excels at building strong relationships and providing transparent communication, particularly in times of stress for clients, taking a proactive and pragmatic approach.

Paul’s unique experience in law enforcement and private practice as a Principal Solicitor at a number of specialist boutique law firms adds a unique perspective to his legal expertise.

 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

Registered live webinar delegates will receive a CPD certificate for attendance at this webinar.  Accountants can claim up to 1 CPD/Training 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.

 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



© 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: LBKOCT22
 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.