Kate joined the Cleary Hoare team in October 2017 and is based in our Sydney office. She recently completed a combined Bachelor of Laws (Honours) / Bachelor of Commerce (Accounting) at the University of Notre Dame Australia and was admitted as a Solicitor in New South Wales in 2019. Kate has a strong interest in taxation law, having written her Honours thesis on the recently introduced diverted profits tax. During her time at Cleary Hoare, Kate has enjoyed tackling a wide range of complex taxation issues. In her spare time, Kate enjoys singing, attending sporting matches and cooking up a storm.
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Recorded Webinars
Recorded Webinar: Back to Basics in Trust Deed Drafting
This webinar is part of TEN’s “Back to Basics” range of webinars which are specifically produced for junior practitioners. This webinar is priced at only $99 as our way of giving back to the profession and providing a cost effective means for firms to provide CPD for junior practi
PRESENTED BY
Kate Chalker
Associate -
Cleary Hoare Solicitors
, Sydney
Date/Time
About the Webinar
This webinar is part of TEN’s “Back to Basics” range of webinars which are specifically produced for junior practitioners. This webinar is priced at only $99 as our way of giving back to the profession and providing a cost effective means for firms to provide CPD for junior practitioners.
Trust deeds are often complex documents but that doesn’t mean they can’t be drafted in a manner that is clear, unambiguous and allows all parties to understand the rights and obligations placed upon them. This session will focus on the key elements of a trust deed and tips for drafting to achieve clarity, including:
- Type of trust and relevant legal requirements
- Who are the parties and how do they need to be appointed and identified?
- Describing the trust property
- Powers of the trustee and the rights of beneficiaries
- Including classes, restrictions and limitations
- Preparing for contingencies such as death, addition or removal of relevant persons and other variations
- Other key clauses
- Examples and case studies
Presented By
Kate Chalker
Associate, Cleary Hoare Solicitors Sydney, NSWWho Should Attend?
This webinar is suitable for junior succession lawyers – Australia wide.
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]