As the number of ATO audits on trusts are increasing, it has never been more important that advisers are across the key issues. The morning masterclass will provide you with a practical insight into how to navigate the challenges involved with maintaining and passing control of trusts, with a focus on capacity issues, how to transfer control of a family trust without disputes, and tax effective strategies for separating trust assets.

A client will expect their adviser to be at the forefront of trust structuring and asset protection strategies. The afternoon masterclass will allow you to learn from the best and teach you the cutting edge strategies necessary to deftly handle complex issues related to testamentary trusts, vesting issues and special disability trusts.
 

Maintaining and Passing Control of Trusts
 

• Passing Control of Family Trusts to the Next Generation: Avoiding WWIII - A big part of estate planning is trying to do it effectively and minimise family disputes.  This session looks at how your estate plan can transfer control of the family trust cleanly and effectively, in order to minimise family disputes.

• Maintaining Control When the Appointor Loses Capacity - What sort of provisions should be in your trust deed and estate planning documentation to deal with loss of capacity? This session looks at the challenges when passing control from one generation to the next, how to do it effectively and avoid family disputes. 

• No Splitting, No Cloning? No Worries! Tax Effective Strategies for Separating Trust Assets - With the ATO’s crackdown on trust splitting and trust cloning in recent years, taxpayers and advisers need to look to other options for tax effective separation of trust assets. This session explores the options for getting a similar legal or economic position as trust splitting.

Trusts and the Estate Plan
 

• Testamentary Trusts - Latest Developments in Inter-Generational Asset Protection - Testamentary trusts provide testators with the ability to protect assets and pass on wealth in a tax-advantaged manner. It is a rare opportunity - but it must be done right. This session looks at these key issues.

• A Ticking Time Bomb: Options for Managing a Trust About to Vest - The issue of trust vesting has become particularly important in recent years, especially for those about to reach their vesting date with the associated obligations such as distribution of the assets. There may be a number of reasons to delay this date, including for financial and estate planning reasons. This session will look at the key considerations around trust vesting and the steps that can be taken to minimise or avoid potential liabilities.

• A Matter of Trust: Protecting Special Needs Family Members in the Estate Plan - The biggest single worry of parents with a special needs’ child is how to protect their child after the parents have passed away. This session will look at the options for setting up appropriate structures to safeguard the interests of special needs children through the Will and trust arrangements.

Chris McCaffery, Special Counsel, Bartier Perry, Sydney (morning Chair)

Chris Balalovski, Partner, BDO, Sydney

Warwick Gilbertson, Partner, Turnbull Hill Lawyers, Sydney

Matthew Burgess, Director, View Legal

Robert Monahan, Principal, Monahan Estate Planning, Sydney (afternoon Chair)

Nathan Yii, Director, Nathan Yii Lawyers, Melbourne

Paul Evans, Partner, Makinson d’Apice Lawyers, Sydney

Allan Swan, Director, Estate Planning Equation, Melbourne

Accountants and Lawyers - 6 CPD Hours/Units/Points.  All delegates will receive a CPD certificate after attending the Masterclass. All delegates will receive a CPD certificate after attending the Masterclass.

Multiple registration discount?  If you would like to send more than two people from your company to this masterclass, please ask Jenna about the discounts available for multiple registrations:  The more you send, the greater the discount.  jenna@tved.net.au or phone (03) 8601 7729.