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 Recorded Webinar: Choosing the Right Trust for Your Client’s Estate Plan

Date:  Thursday 5th May 2022 Duration:  approx. 1 hour

 ABOUT THE WEBINAR

This session looks at the ins and outs of trusts in estate planning to ensure you have the best strategy in place for your client.   We will look at what trusts are available to your clients and why you would use them. It covers:

  • Generation skipping trusts – when can they work?
    • providing for grandchildren and protecting assets from relationship breakdown in the second generation
    • cascading generation skip trusts
    • Hybrid unit trusts – estate planning when hybrid unit trusts are involved – pros, cons and the concerns of the ATO
  • Capital protected trusts – using for the benefit of the second spouse and protecting assets of children from the first marriage
  • PS LA 2003/12 and recent ATO comments
 PRESENTER
Recorded Webinars,Estate planning,Recorded Webinar:  Choosing the Right Trust for Your Client’s Estate Plan

Mimi Su, Senior Associate, Matthews Folbigg Lawyers, Parramatta

Mimi is a specialist in estate planning, deceased estate matters and tax related issues.

She has extensive experience in all aspects of estate planning, including the preparation of testamentary trust Wills and advising on various asset structures such as family trusts, special disability trusts and superannuation funds.

She has acted for a wide range of individuals including notable high-net worth individuals and family groups in respect to obtaining grants of probate, dealing with contested estate matters and capacity issues.

Her background in taxation from a big four accounting firm and also having completed her Master of Laws (taxation specialisation with distinction average) means that she can provide tax conscious advice which is becoming a necessity given the increasing complexity of family group structures and asset holdings.

 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 

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.

WA lawyers – From 1/4/2021, due to changes to your CPD requirements we are unable to verify your completion of recorded webinars to the Legal Practice Board of WA.

 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

Product Code: WBCMAY22
 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.