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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 firstname.lastname@example.org
This session is presented by Law Central Legal and LMW Property
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