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 Trusts and the Estate Plan – A Half Day Masterclass

Masterclass,Taxation,Trusts and the Estate Plan – A Half Day Masterclass
Wednesday 11 March 2020

Radisson Hotel & Suites, Sydney

1.25 to 4.50pm

-1176 DAYS
.   .

A client will expect their adviser to be at the forefront of trust structuring and asset protection strategies. This half day 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.

  • 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.


Robert Monahan, Principal, Monahan Estate Planning, Sydney (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 - 3 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. 

If you need assistance or have an enquiry, please do not hesitate to contact our Conference Coordinator, Jenna Pickrell on (03) 96702055 or email: jenna@tved.net.au

© Television Education Network Pty Ltd 2023

Product Code: SXTMAR20A
 Price:   $495.00 (Inclusive of GST)