1.25 CPD hours

  • On Demand Event
    Complete online in your own time (Self-paced)
    • $180.00 excl. GST

Description

This webinar, which considers recent trust cases, provides critical analysis of important recent trust decisions combined with practical consideration of what the decisions mean in a practical context
The cases covered will include:
Marshall Family Trust and Godfrey v McCormick – critical analysis of whether attorneys under EPOAs exercise powers of appointment
Erceg v Erceg – dealing with beneficiary requests for information
McLaren v McLaren – in this case Parents were removed as beneficiaries by their son. How open ended is the power of appointment/removal of beneficiaries in the trust precedents you use? What duties does an appointor owe? Does your precedent need review?
Intext Coating v Deo - Subrogation. Backwards tracing into debt. What does this actually mean?

LEARNING OUTCOMES

Trust law is a dynamic discipline that is facing a period of rapid change. This webinar will provide valuable insight into:

  • what recent trust cases mean
  • how clients should be advised in light of these decisions
  • reviewing trust precedents in light of recent decisions
  • proactive responses to changing “rules”
  • trustee obligations
  • exercise of powers of appointment
  • how (an how not) to remove trustees who have lost mental capacity

SUITED TO

Trust practitioners at all levels, practitioners who draft trust deeds, trustee advisers

ORIGINAL BROADCAST DATE

17 May 2017

PRESENTERS

John Brown, Barrister & Vicki Ammundsen, Director, Vicki Ammundsen Trust Law Limited