Live Webinar: Testamentary Trusts: The Good, the Bad and the Ugly

 

Date: Tuesday 28th July 2020
Vic, NSW, Qld, ACT, Tas: 1.30pm to 2.30pm
SA & NT:  1.00pm to 2.00pm
WA: 11.30am to 12.30pm

 ABOUT THE WEBINAR
Testamentary trusts provide a greater level of control over the management and distribution of assets to beneficiaries, but also bring with them complexity, inflexibility and ongoing cost. This session will look at the requirements of these trusts and the key considerations for determining their relevance to your client, including:

  • When to recommend a testamentary trust to a client and why
  • Types of testamentary trust and relevant circumstances for each
  • Multiple and umbrella trust structures – protecting the next generations and vesting issues
  • Trust creation – powers, restrictions, conditions, asset allocation and other essentials
  • Recent integrity measures for concessional tax arrangements – what they mean for your client
 PRESENTER
Live Webinars,Estate planning and Wills,Live Webinar: Testamentary Trusts: The Good, the Bad and the Ugly

Patrick Huang, Senior Associate, Coleman Greig Lawyers, Sydney

Patrick Huang is a Senior Associate in Coleman Greig’s Taxation Advice team, having joined the firm as part of its 2019 integration with Argyle Lawyers.

With over 6 years’ experience as a taxation and commercial lawyer, Patrick has extensive experience in general commercial law, corporate governance, asset protection, tax and business structuring, tax controversy business succession planning and employment taxes matters. From advising clients on tax and business structures, employee share schemes, buy-sell agreements, contract review, capital raisings and M&A transactions, no day is the same.

Patrick has experience working for a wide array of clients which have included charities, professional services firms (including accountants and financial planners) high-net worth individuals, family groups and SMEs.

Some examples of his work have included helping a small business owner with the settlement of a multi-million dollar tax dispute, acting on the sale of a $10m financial planning and mortgage brokerage client book, assisting financial planners to dealing with adverse action claims and acting on a complicated $5m capital raising involving an APRA-regulated life insurance company.

 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 units/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 2020

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: RBSJUL20
 Price:   $198.00 (Inclusive of GST)
© 2020 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.