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Family Trusts: Advanced Estate Planning Issues

Law Central

Tuesday, 13 December 2016 from 10:00 am to 12:15 pm (AEDT)

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Registration Type Sales End Price * Fee Quantity
Family Trusts: Advanced Estate Planning Issues
Please note the that tickets are non-refundable unless Law Central cancels or reschedules the seminar. In the event of you being unable to attend the session after registering, you can transfer your registration to another person by contacting support@lawcentral.com.au or calling (08) 9476 4900. Unfortunately, Legal CPD points are not available for this session.
Ended $120.00 $0.00
* Prices include GST

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Invitation to Melbourne based Seminar

Law Central would like to invite you to a 1.5 hour workshop on Estate Planning and Family Trusts.

The proliferation of the use of family trusts over the last 20 years has resulted in massive amounts of wealth being held in these structures. Complex issues arise as to what happens to these trusts once the controller dies. Recent cases in the Supreme Court and High Court expose the dangers in not addressing the estate planning issues associated with the structures.

Presented by John Wojtowicz, Principal of the law practice Law Central Legal, the workshop will guide delegates through the issues of:

  • Intestacy and family trusts;
  • Loan accounts and unpaid trust entitlements;
  • Role of the Appointors to the trust;
  • Issues revolving around the Appointors' powers, including:
    • dealing with the number of Appointors in the trust – single or multiple;
    • voting requirements where multiple appointors involved;
    • death or incapacity of the Appointor;
    • ability of the Appointor to resign and appoint a new Appointor; and
    • ablity of the Appointor to delegate his power; and
    • discussion of recent Supreme court and High Court decisions; and
  • How to deal with discretionary trusts in estate planning.

Real life examples will be discussed in this workshop of how practitioners  deal with the complex issues of transferring control of the trust.

The workshop is set at an intermediate to advanced level and assumes a knowledge of Trusts and basic Estate Planning.

John has practiced law since 1988 and has been admitted to both the Supreme Court of WA and the High Court of Australia. Working predominantly in the areas of commercial law and estate planning, John has acted for both large institutions and individuals, as well as serving on multiple bank panels. Over the years, he has acted for clients on complex estate planning and has represented clients in the Supreme Court of WA on trust and inheritance issues. He is a sought after speaker on trusts and estate planning and brings a wealth of practical experience to his seminars.

Light refreshments will be provided, but numbers are strictly limited and will be on a first come first served basis. 

The cost for this seminar is only $120 (incl. GST) payable at registration.

Registrations close 6 December 2016 or when all places are filled.


Please direct any queries regarding this event to Law Central 08 9476 4900 or support@lawcentral.com.au

 

This session is presented by Law Central Legal and LMW Property

  

Have questions about Family Trusts: Advanced Estate Planning Issues? Contact Law Central

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When & Where


LMW
Level 3, 766 Toorak Road
Glen Iris, Vic 3000
Australia

Tuesday, 13 December 2016 from 10:00 am to 12:15 pm (AEDT)


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Law Central

Law Central is an automated legal document provider that enables you to build your own Australian legal documents online.

Law Central uses interview technology that asks you questions and provides you with helpful legal hints. Your answers are then used to customise and produce a document to suit you and your needs.

Every Law Central legal document is written and maintained by a lawyer and signed-off by the authoring law firm.

Law Central also provides up to date legal tools to help you learn about the law -

  • Fortnightly Bulletin
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LawCentral is part of the ILH Group of companies.

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