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Recorded Webinars

Recorded Webinar: Have Discretionary Family Trusts Lost their Appeal in Estate Planning?

In the 1970’s private family trusts became a common tax avoidance tool, but tax crackdowns, increasing compliance costs and generational change have all impacted the benefits of family trusts. This session will examine the place of the discretionary family trust in estate planning
PRESENTED BY Greg Russo Principal - Greg Russo Law , Melbourne

Date/Time

About the Webinar

In the 1970’s private family trusts became a common tax avoidance tool, but tax crackdowns, increasing compliance costs and generational change have all impacted the benefits of family trusts. This session will examine the place of the discretionary family trust in estate planning and whether it is still an attractive proposition, including:

  • An analysis of the pro’s and con’s of family trusts
  • Consequences of changing taxation treatment and potential governmental reforms
  • Are compliance and costs outweighing benefits?
  • The impact of generational change on family trust management and benefits
  • Issues of control, loss of capacity and dispute management
  • What to do with family trusts reaching their use by date?
  • Strategies for reviewing and renewing family trust deeds and structures
  • Are there more effective options for family asset protection and beneficial tax treatment?

Presented By

Greg Russo
Principal, Greg Russo Law Melbourne, Vic

With over 30 years experience in succession law Greg Russo is one of Victoria’s most experienced and respected succession law experts.

With a background in pure mathematics, Greg understands the implications of any decisions for taxation and self-managed super funds. He breaks down complex situations logically to explain options in a way that empowers his clients to take positive decisions.

His strengths lie in crafting unique solutions to complex problems with valuable insights and perspectives.

Greg has lectured in both mathematics and law, and brings both intellect and wisdom to the table.

Greg Russo is an LIV Wills & Estates Accredited Specialist, a member of the LIV Specialist Accreditation Education Advisory Committee, the LIV Wills & Estates Advisory Committee and a member of STEP, the global professional association for those advising families across generations.

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 Information

Accountants can claim up to 1 CPD 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.

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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