Close
My Cart (0 items)

Login to TEN

Privacy Policy
Return
My Cart (0 items)
86833
Recorded Webinars
One of the most difficult issues families face in succession planning is who should be trustee of a family trust when the parents who established it are no longer willing or able to continue. This session will provide a guide to control management issues and strategies for naviga

Date/Time

About the Webinar

One of the most difficult issues families face in succession planning is who should be trustee of a family trust when the parents who established it are no longer willing or able to continue. This session will provide a guide to control management issues and strategies for navigating and avoiding disputes, including:

  • Assessing the current arrangements for the next generation
  • Key factors in trustee selection and how involved should the family be in the decision?
  • Is co-management a viable option?
  • Deed compliance in trustee variation and appointment
  • Tips for drafting appropriate mechanisms for managing disputes and deadlocks between trustee and beneficiaries
  • When will a court remove a trustee in a family dispute?
  • Cases update and examples, including the Rinehart family trust control dispute

Presented By

Greg Russo
Partner, Featherbys Lawyers Victoria

Greg Russo is a partner at Featherbys Barristers and Solicitors. He is a member of STEP, a LIV Wills and Estates Accredited Specialist and the current Joint Chari of the LIV Specialist Accreditation Education Advisory Committee and the LIV Wills and Estates Advisory Committee.

He has a particular interest in estate administration and litigation, complex estate planning, superannuation and trust succession and associated taxation issues.

He is recognised in Doyles as both a Leading Wills and Estates Litigation Lawyer and a Recommended Wills, Estate and Succession Planning Lawyer in Victoria.

He regularly organises, chairs, moderates and presents CPD events for the LIV. Legalwise and other CPD event providers, in the area of Wills and Estates.

Greg holds a Bachelor of Laws from Monash and a Science degree (Pure Mathematics) from Monash University.

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 – 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.

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]

Go to top