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Recorded Webinars

Recorded Webinar: Call of Duty: Fiduciary Obligations and Other Duties of Trustees

A trustee is said to owe fiduciary obligations to the beneficiaries of a trust. However, what does this actually mean? And what remedies are available if a trustee is thought to have failed to discharge their duty? Has this all changed in light of Owie? This session will examine t
PRESENTED BY Paul Mackenroth Managing Director - Crest Lawyers , Gold Coast

Date/Time

About the Webinar

A trustee is said to owe fiduciary obligations to the beneficiaries of a trust. However, what does this actually mean? And what remedies are available if a trustee is thought to have failed to discharge their duty? Has this all changed in light of Owie? This session will examine the duties of trustees from a wide perspective and look at issues including:

  • The source of various duties owed by trustees (e.g. those set out it in the trust deed and those imposed by law generally)
  • The rights and duties of appointors - do they owe fiduciary obligations? What are their duties?
  • What is the meant by ‘fraud on a power’ and the issues concerning trustee duties arising from the case of Hancock v Rinehart [2015] NSWSC 646
  • The importance of the choice of trustee and how to mitigate issues which may arise from their appointment
  • How the recent cases of Marcella and Owie have impacted trustee duties
  • Practical case studies

Presented By

Paul Mackenroth
Managing Director, Crest Lawyers Gold Coast, QLD

Paul has extensive and comprehensive experience within tax, estate and succession planning, asset protection, trusts and offers expertise in advising a variety of commercial and private business transactions.

Having a background in law enforcement as a former Detective with the Queensland Police, Paul excels at building strong relationships and providing transparent communication, particularly in times of stress for clients, taking a proactive and pragmatic approach.

Paul’s unique experience in law enforcement and private practice as a Principal Solicitor at a number of specialist boutique law firms adds a unique perspective to his legal expertise.

Who Should Attend?

This webinar is suitable for lawyers 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

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.

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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