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Recorded Webinars

Recorded Webinar: Changing of the Guard in the Estate Plan: Precision Drafting in Trust Appointments

In recent times the courts have been far more willing to critically assess and render invalid appointments made supposedly in accordance with the provisions of a trust deed. This usually has dire consequences for both officers and beneficiaries. This session will provide guidance
PRESENTED BY Scott Whitla Partner - McCullough Robertson Lawyers , Brisbane

Date/Time

About the Webinar

In recent times the courts have been far more willing to critically assess and render invalid appointments made supposedly in accordance with the provisions of a trust deed. This usually has dire consequences for both officers and beneficiaries. This session will provide guidance on drafting effective appointment provisions in trusts, including:

  • Appointing the appointor – defining role, responsibilities and powers
  • What happens if the appointer dies or becomes incapable of acting? Drafting for succession
  • Trustee selection and appointment processes
  • What should be in a deed of retirement and appointment of a new trustee?
  • Tips and traps in trust deed amendments and variations
  • The consequences of non-compliance with the trust deed
  • Recent cases and lessons from the courts

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 lawyers 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 Information

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 – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

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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