CPD

Workshop on Testamentary Trusts

Overview

This workshop will provide you with the essentials of testamentary trusts. Discover how to address the dual aspects of balancing the needs of protection and flexibility when creating testamentary trusts and understand the six different types of testamentary trusts. You will learn the tips and traps of drafting discretionarytestamentary trusts.

The topics covered in this workshop are:

  1. Types of Testamentary Trusts and When to Use Them
  2. Tax Advantages and tax traps
  3. Asset Protection Features of Different Testamentary Trusts
  4. Trustee Duties and Powers and the Rights of Beneficiaries
  5. Drafting testamentary trusts

This seminar complies with the mandatory areas of  Professional Skills and Substantive Law.

Course ID CN170201_WEP1
Type Face-to-face
Duration Full-day
Location
  • NSW
Start Dates 1 February 2017
Cost
A$840.00
$756.00 (Member Price)

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Please insert attendee names in the "Attendee names" tab below.
Code CN170201_WEP1
When

Wednesday 1 February 2017
8.30am to 4.45pm (AEDST)

Where

The College of Law City
Level 16, 111 Elizabeth Street
Sydney CBD
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Level Intermediate
CPD 7 CPD units

The Program

8.30am - 8.45am 

  • Introduction
  • Overview of the learning objectives for the day
  • Housekeeping 

8.45am - 10.00am

  • Introduction to Testamentary Trusts
  • Activity 1
  • Minors' Trusts

10.00am - 10.15am  Morning tea

10.15am - 11.30am

  • Life Interest Trusts
  • Special Needs Trusts

11.30am - 12.15pm

  • Charitable Trusts
  • Discretionary Trusts

12.15pm - 1.00pm  Lunch

1.00pm - 1.45pm

  • Introduction to Drafting Testamentary Trusts
  • Activity 2
  • Activity 3

1.45pm - 2.45pm

  • Asset Protection and Trustees' Duties and Powers
  • Activity 4

2.45pm - 3.00pm  Afternoon tea

3.00pm - 4.00pm

  • Tax Traps
  • Activity 5

4.00pm - 4.45pm

  • Recap - Reflection

ROBERT MONAHAN
Accredited Specialist - Wills and Estates Law

After many years in private partnership and corporate legal environments, in 2014 Robert established Monahan Estate Planning, a boutique practice where Robert and his daughter Julia specialise in Estate Planning, and Wills & Estate Law generally. Robert consults with accountants, financial advisors and other lawyers to deliver estate planning services to their clients - see www.MonahanEstatePlanning.com.au
Since 1998 Robert has been a Law Society Accredited Specialist in the area of Wills and Estate Law. Robert is the General Editor of the Lexis Nexis Estate Planning Service, a regular contributor to the Retirement & Estate Planning Bulletin, and an author of a number of other publications dealing with Estate Planning.

Non-member $840.00
Member $756.00
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