88023
Recorded Webinars
Recorded Webinar: Drafting Testamentary Discretionary Trusts
A testamentary discretionary trust established can be a useful way for clients to maintain control, even after death. However, special care is needed in how they are drafted. This session focuses on key drafting issues with testamentary trusts and includes:
Date/Time
About the Webinar
A testamentary discretionary trust established can be a useful way for clients to maintain control, even after death. However, special care is needed in how they are drafted. This session focuses on key drafting issues with testamentary trusts and includes:
- Construction of testamentary trust – key drafting issues and provisions:
- vesting day / term
- income clause
- use of default beneficiaries
- determining class of beneficiaries
- powers and veto rights of appointors / guardians
- Simple vs complex – short form vs long form
- Optional testamentary trusts
- Control of testamentary trusts
Presented By
William Moore
Hall & WilcoxWho Should Attend?
This webinar is suitable for succession lawyers – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.
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]