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Recorded Webinars

Recorded Webinar: Changing of the Guard: Future-proofing Trust Appointments in the Estate Plan

At the heart of the establishment of a trust lies the key roles of appointor and trustee. While the lifespan of the trust can be up to 80 years, the lifespan of individuals can be significantly less, with death or incapacity leaving a huge problem in ongoing management. This sess
PRESENTED BY Sophie Cohen Director - Loch Legal , Melbourne

Date/Time

About the Webinar

At the heart of the establishment of a trust lies the key roles of appointor and trustee. While the lifespan of the trust can be up to 80 years, the lifespan of individuals can be significantly less, with death or incapacity leaving a huge problem in ongoing management. This session will examine the do’s and don’ts when it comes to selecting and changing key players in trusts, including:

  • An analysis of the roles and responsibilities of the key players in a trust
  • What qualities are needed for the respective roles and who should be chosen?
  • What happens if an appointor or trustee dies or becomes incapable of acting?
  • Is a corporate trustee the answer? Key issues in setting up a corporate trustee
  • Drafting and reviewing trust deed terms for new appointments
  • Technical issues and the importance of process: Perry v Nicholson [2017] QSC 163
  • Strategies and drafting tips for setting up trusts for longevity and flexibility
  • Recent cases and drafting examples

Presented By

Sophie Cohen
Director, Loch Legal Melbourne, Vic.

Sophie is a director of law firm Loch 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/Training 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.

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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