Bryan Mitchell TEP FTI is the managing director of Mitchells Solicitors. He is an Accredited Specialist in Succession Law. Bryan & his firm are recognised in Doyle’s Guide as leaders in Estate Planning and Estate Litigation in Australia. His practice works exclusively in the areas of Wills, Estates, Trusts & Elder Law. Bryan is a regular presenter. He is the recipient of the Society of Trust & Estates (“STEP”) Australia Masters Award 2023; a past Chair of STEP Australia and STEP Queensland; Australasian representative on the world wide council for STEP; Deputy Chair for the Queensland Law Society (“QLS”) Succession Law Policy Committee; Chair of the QLS Succession Law Specialist Accreditation Advisory Committee and member of University of Queensland Law School Advisory Board.
Recorded Interactive Webinar: When Old Trust Deeds Create New Problems: Managing Estate Planning Risks
Date/Time
About the Webinar
Old trust deeds often fall short of modern drafting standards, lack essential powers, or simply can’t be located — creating significant hurdles in the estate planning process. This practical session examines common issues arising from outdated trust instruments and offers strategies to resolve or work around them to ensure the trust remains a useful and compliant estate planning vehicle. It covers:
- How older deeds are falling short in practice
- Strategies to address older deed issues to assist with their usefulness as an ongoing structure for an estate plan
- What if an old trust deed:
- doesn't have a clause giving a power to have the deed varied?
- has a vesting date that has passed, however the trust has continued
- To what extent could modernising a trust deed cause a resettlement and the implications if it does?
- Action to take if a trust deed can't be located
- Can a trust benefit from lengthier perpetuity periods in other states?
- Case studies and war stories where old or misplaced trust deeds have created havoc
- Checklist of trust deed clauses to review and include as part of the estate planning process
Presented By
Bryan Mitchell
Principal, Mitchells Solicitors Brisbane, QLDWho 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
We will be adding an optional online quiz to the recording of this webinar to make it interactive in terms of the type of CPD that can be claimed. Upon completion of the quiz the successful registered user will receive a CPD certificate confirming completion and the CPD units/points/hours earned. The online quiz will be available with the recording – typically within 1 to 2 days of the live webinar being held.
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, Jason Hooker on (03) 8601 7709 or email: [email protected]