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 Recorded Webinar: Family Trusts - Estate Planning for the Second Generation

Recorded: 1st March 2022
Duration:  70 minutes

When it comes to passing control of discretionary trusts to members of the second generation, careful planning is needed to ensure maximum taxation advantage. This session covers the essentials, including:

  • Managing control of family trusts – the legal mechanisms
  • Changing control of trusts
    • Passing control to the next generation:
    • Determining the objective of the transfer:
      • to one child/family group
      • to some children
      • to all children
    • Minimising disputes between members – use of family agreements and shareholder agreements
    • Mechanisms for dividing trust assets among siblings
    • Minimising the tax implications
    • Can Div 152 be used to obtain a cost base uplift?
  • Lessons from case law, including Mercanti 
  • Case study: blended families, estate planning for the next generation and the family trust
Recorded Webinars,Estate planning,Recorded Webinar:  Family Trusts - Estate Planning for the Second Generation

Steven Jell, Senior Associate, Cooper Grace Ward, Brisbane

As a senior associate in Cooper Grace Ward’s commercial team, Steven provides clients with estate planning, self-managed superannuation, asset protection, structuring and succession planning advice as well as broader transaction-based commercial legal services.

Steven uses his experience to take a proactive approach to the implementation of various strategies and structures aimed at the intergenerational transfer of wealth and the mitigation of litigation risks. Steven provides practical, commercially viable solutions to his clients to meet their needs.

Steven is an accredited specialist superannuation adviser with the SMSF Association and regularly presents for education providers.


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.


Accountants can claim 1 CPD/Training hour.  Lawyers can claim 1 CPD unit/point – substantive law

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.

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: ZBAMAR22
 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.