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Recorded Webinars

Recorded Webinar: Does your Trust need a Grease and Oil Change?

Family and testamentary trusts tend to carry on regardless, that is, until circumstances change and the trust needs a thorough review. This session will look at how to successfully review and vary trust deeds to meet changes in the family’s situation, including:

Date/Time

About the Webinar

Family and testamentary trusts tend to carry on regardless, that is, until circumstances change and the trust needs a thorough review. This session will look at how to successfully review and vary trust deeds to meet changes in the family’s situation, including:

  • Locating trust documents and identifying provisions
  • Conducting a review and determining what might need amending or updating
  • Checking the constitution of the corporate trustee
  • Does the trust deed allow for variation? Are there any limitations?
  • Who has the power to make the change and how should it be exercised?
  • What are the implications of any proposed changes? eg tax or stamp duty
  • Consequences of failure to comply with the variation procedure
  • Common law restrictions on powers to vary the trust deed and when they might apply
  • Relevant legislation and cases
  • When should court approval be sought?

Presented By

Scott Whitla
Partner, McCullough Robertson Lawyers Brisbane, QLD

As an accredited specialist in succession law, Scott specialises in all aspects of succession planning, estate administration and estate and trust litigation. He manages the firm’s Equity and Private Client team, having been made a Partner in 2009. His clients include high-net worth individuals, accountants, financial advisers and other legal firms and their clients.

Scott assists clients to find effective succession planning solutions which protect and preserve assets for the intended beneficiaries, while also minimising the taxation and stamp duty implications which might otherwise arise. He is a leading lawyer in the area of preparing, interpreting and contesting wills, administering deceased estates and applications to the Queensland Civil and Administrative Tribunal.

Scott also assists clients with estate administration and estate litigation. In addition to his substantial experience in these areas, Scott is also an expert on guardianship and administration issues, including matters involving questions of capacity, and the validity of transactions and decisions made under enduring powers of attorney.

Scott is a regular speaker for the Queensland Law Society, TEN The Education Network and the Taxation Institute of Australia. He is also a qualified mediator.

Who Should Attend?

This webinar is suitable for accountants and lawyers advising in estate planning matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Information

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: [email protected]

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