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Recorded Webinars

Recorded Interactive Webinar: When Family Trusts Turn Toxic: Trustee Duties, Distribution Disasters, and Removal Remedies

The decision in Owies v JJE Nominees, alongside a wave of other recent decisions, serve as a cautionary tale about what happens when family dysfunction meets poor trust administration. This session will examine the essential duties trustees owe to all beneficiaries and the consequ

Date/Time

About the Webinar

The decision in Owies v JJE Nominees, alongside a wave of other recent decisions, serve as a cautionary tale about what happens when family dysfunction meets poor trust administration. This session will examine the essential duties trustees owe to all beneficiaries and the consequences of failing to meet these obligations, including:

  • The "real and genuine consideration"
  • Pattern evidence of trustee failures
  • Information gathering obligations
  • The distinction between void and voidable distributions
  • Trustee independence requirements
  • Removal of trustees in practice
  • Practical risk management strategies

Presented By

Edward Skilton
Principal Lawyer, Sladen Legal Melbourne, Vic

Edward Skilton is a Principal Lawyer in the business law team at Sladen Legal in Melbourne, with a particular focus on equity, trusts and succession.

The focus of his dispute practice is on protecting at risk beneficiaries and others negatively affected by the decisions of the incumbent controllers of estates and trusts. He represents plaintiffs and defendants in the County Court and Supreme Court in matters relating to trust advice, replacement of executors/trustees, validity of documents and transactions (including SMSF and trust distributions) and claims for further provision.

On the planning side, Edward prepares complex estate plans and is particularly interested in assisting the owners of private business groups transfer the business to the next generation, as distinct from a sale to third parties.

Where there are concerns about a person’s ability to make decisions about their own finances (including business and investment assets) and care, Edward advises and represents clients in relation to administration and guardianship applications in the Victorian Civil and Administrative Tribunal including applications for advice regarding proposed transactions, conflict transactions and compensation.

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.

OPTIONAL ONLINE QUIZ

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]

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