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Recorded Webinars

Recorded Webinar: Drafting Ironclad Trusts in the Estate Plan

Poor or rushed drafting when establishing or varying trusts in estate planning can result in expensive and protracted disputes and litigation. This session will focus on drafting from a dispute prevention perspective to ensure you ‘get it right the first time’ when establishing tr
PRESENTED BY Warwick Gilbertson Partner and Accredited Specialist in Family Law - Turnbull Hill Lawyers , Sydney

Date/Time

About the Webinar

Poor or rushed drafting when establishing or varying trusts in estate planning can result in expensive and protracted disputes and litigation. This session will focus on drafting from a dispute prevention perspective to ensure you ‘get it right the first time’ when establishing trusts in an estate planning context. Specifically, this session will cover:

  • The key provisions to include when drafting a trust deed including amendment powers, defining the class of beneficiaries, no-contest clauses
  • Circumstances when a trust variation may result in the unintentional resettlement of the trust, and tips for avoiding this
  • Practical tips for managing the drafting and execution of variations, exercise of discretion, transfer of control, change of beneficiaries, including removal or narrowing the class of beneficiaries in light of Owie
  • The extent to which the trust deed can or should direct the exercise of trustee discretion
  • Drafting lessons to be learned from the Mercanti decision

Presented By

Warwick Gilbertson
Partner and Accredited Specialist in Family Law, Turnbull Hill Lawyers Sydney, NSW

Warwick is the Partner in charge of Wills & Estates and Family Law at Turnbull Hill Lawyers.

With a career spanning more than 45 years, Warwick has become a sought-after advisor regarding Wills, Powers of Attorney, Guardianship, Trusts, Companies, Superannuation Funds, Business entities and the claims that can be made upon them.

He has extensive experience in contested wills and estate cases in the Equity and Probate Divisions of the Supreme Court. He is an Accredited Specialist in Family Law, a member of the Taxation Institute of Australia and a Trust and Estate Practitioner (TEP), a specialist designation given to him by STEP – the worldwide professional association for those advising families across generations. He is one of a handful of TEPs in the wider Hunter Region.

Turnbull Hill has been listed in Doyle’s Guide as Leading Law Firm: Wills and Estate Litigation 2018 to 2023(NSW) and Leading Law Firm: Wills, Estates and Succession Planning 2021 to 2023 (NSW). Warwick has been personally recognised by Best Lawyers, Trusts and Estates 2021 to 2023/2024.

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/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]

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