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Family Trusts - The Lawyer Perspective

Family Trusts - The Lawyer Perspective
Available by webinar only


2 CPD Units in Professional Skills or Practice Management/ Business Skills

Presenter: Allan Swan - Estate Planning Equation - Preventative Law

Date: Tuesday 29 September 2020

Time: 10.00am – 12.00pm


This session will cover:

  • Types of Australian trusts
  • (Limited) use of private unit trusts
  • Reasons for family trusts
  • Control of family trusts + Practical Exercise
  • Establishing & funding family trusts
  • Separation of trading & non-trading assets
  • Bankruptcy protection + family law
  • Modified family trusts, eg capital reserved
  • Defining class of potential beneficiaries
  • Specific entitlement v present entitlement
  • Income & capital + Practical Exercise
  • Amending trust terms, eg for 2nd generation + Practical Exercise
  • Winding up family trusts
  • Adjusting for ongoing family trusts in Wills
  • Reasons & options for other personal trusts

Fees:
Members less than three years: $94.00
Members more than three years: $122.00
Non Members: $208.00
When
29/09/2020 10:00 AM - 12:00 PM
Where
Webinar ADELAIDE SA 5000 AUSTRALIA
Online registration not available.

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