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Recorded Webinars

Recorded Interactive Webinar: Choosing the Right Trust for the Job: Matching Structure to Strategy in the Estate Plan

Once it’s clear that a trust has a role to play in the estate plan, the next critical step is choosing the most suitable trust structure. With a range of trust types available — each with different legal, tax, and practical implications — advisors must understand which trust best
PRESENTED BY Sam Baring Special Counsel - Hall & Wilcox , Melbourne

Date/Time

About the Webinar

Once it’s clear that a trust has a role to play in the estate plan, the next critical step is choosing the most suitable trust structure. With a range of trust types available — each with different legal, tax, and practical implications — advisors must understand which trust best aligns with the client’s goals, circumstances, and beneficiaries. This session explores the main trust options and when each should be considered. It covers:

  • The pros and cons of continuing a lifetime (inter vivos) trust after the willmaker’s death
  • Testamentary trusts:
    • when they’re an ideal fit
    • choosing between fixed and discretionary forms
  • When a life interest trust can provide the best outcome for multiple generations
  • Using a superannuation proceeds trust to manage death benefit risks and access tax concessions
  • Criteria and benefits of incorporating a special disability trust in the estate plan
  • Situations where a bare trust may be appropriate under a will
  • Planning for future generations — trust structures that accommodate beneficiaries not yet born
  • When combining multiple trust types delivers the most effective estate planning solution

Presented By

Sam Baring
Special Counsel, Hall & Wilcox Melbourne, Vic

Sam specialises in helping clients work through and achieve their estate and succession planning goals. He also has extensive experience in advising self-managed superannuation fund trustees and members regarding establishing, varying and administering their self-managed superannuation funds.

Sam is driven to achieve positive outcomes for his clients in their personal and business succession planning and enjoys the challenge of guiding his clients through this difficult process in a sensitive yet practical manner. He listens to his clients and considers all the issues to understand them, before creating a tailored strategy to meet their specific needs.

Sam has worked with a broad range of clients, from those with young families to some of Australia’s largest family groups, as well as business owners and people transitioning into retirement. This has provided Sam with a practical insight into a broad range of issues that can arise at all stages in life.

Sam is a full member of the Law Institute of Victoria and has been named in the 2018 and 2019 Doyles Guide as a ‘Rising Star’ in the field of Australian Wills, Estates & Succession Planning.

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

This Recorded Interactive Webinar will include an optional online quiz for completion after viewing the recording.  Upon completion of the quiz with a 100% pass rate the successful registered user will receive a CPD certificate confirming completion and the CPD units/points/hours earned.

TEN will aim to have the quiz available for completion within 1 week 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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