Close
My Cart (0 items)
Checkout

Login to TEN

Privacy Policy
Privacy Policy
Return
My Cart (0 items)
Checkout
104204
Recorded Webinars

Recorded Webinar: Deep Dive into Testamentary Trust Creation in Estate Planning

Testamentary trusts have an integral and very important place in estate planning, yet it’s not one size fits all and important considerations need to be made about trust nature, assets and beneficiaries. This session will examine a number of key testamentary trust types and provid
PRESENTED BY Sophie Cohen Director - Aintree Group Legal , Melbourne

Date/Time

About the Webinar

Testamentary trusts have an integral and very important place in estate planning, yet it’s not one size fits all and important considerations need to be made about trust nature, assets and beneficiaries. This session will examine a number of key testamentary trust types and provide a guide to content and drafting, including:

  • When is a testamentary trust an appropriate arrangement and why have one?
  • Essential elements of a testamentary trust
  • A comparison of discretionary trusts and capital protected trusts
  • Rights to reside and other life interests
  • Key features of protective and special purpose trusts
  • Tips and traps for trusts for minor children
  • Taxation and other financial considerations in testamentary trusts
  • Tales from the courts on testamentary trust failures

Presented By

Sophie Cohen
Director, Aintree Group Legal Melbourne, Vic

Sophie is a director of law firm Aintree Group Legal, delivering estate planning, commercial and property legal solutions ‘with heart’.

Sophie has over 25 years of experience as a lawyer, business advisor and leader, giving her a broad commercial and legal perspective.

Sophie is passionate about delivering high quality, practical and effective estate planning, business succession and asset protection strategies, to empower clients to realise their dreams and goals, solve the problems that keep them awake at night, and bring them peace of mind.

She believes that connecting with clients on a personal level and collaborating with clients’ professional advisers including accountants, wealth managers and other lawyers, is key to providing integrated and holistic outcomes for clients.

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]

Go to top