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Recorded Webinars

Recorded Webinar: Family Trusts For The Next Generation: Who's In Control?

How family trusts are controlled, and how control might be passed from one generation to the next, are integral questions that need to be navigated by estate planners. This session will take a deep dive into the options available to achieve a change of control in a family trust an

Date/Time

About the Webinar

How family trusts are controlled, and how control might be passed from one generation to the next, are integral questions that need to be navigated by estate planners. This session will take a deep dive into the options available to achieve a change of control in a family trust and explore related issues including:

  • Understanding the formal legal mechanisms to manage and shift control of family trusts
  • Unintentional resettlements, protecting ‘at risk’ or vulnerable family members and the role of guardians
  • Tips for drafting and reviewing trust deeds and powers of appointment (including lessons from Mercanti and managing fiduciary obligations flowing from appointment)
  • How to manage the potential tax consequences that can arise
  • FIRB considerations for foreign residents
  • Practical case studies

Presented By

Bryan Mitchell
Principal, Mitchells Solicitors Brisbane, QLD

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 almost 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; immediate past Chair of STEP Australia; former Chair of STEP Queensland; Deputy Chair for the Queensland Law Society (“QLS”) Succession Law Policy Committee; Deputy Chair of the QLS Succession Law Specialist Accreditation Advisory Committee and member of University of Queensland Law School Advisory Board.

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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