1.25 CPD hours

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

Description

This webinar deals with the practical reality of advising clients on existing trusts and new trusts in light of current case law trends, residential care subsidy expectations and the (draft) trusts bill.

HIGHLIGHTS
This webinar, which will include the opportunity to ask questions, will discuss how to practically reflect decisions such as Erceg v Erceg, Clayton v Clayton, McLaren v McLaren, Marshall Family Trust, Godfrey v McCormick and Representation of Jasmine Trustees Ltd in the context of asset and estate planning advice.
The (draft) Trusts Bill will also be considered

Topics covered will include:

  • Disclosure obligations 
  • Final vesting considerations 
  • Whether powers of appointment can be exercised if there is incapacity 
  • The interplay between long-term asset and estate planning and enduring powers of attorney 
  • Practical appointment considerations 
  • How to determine appropriate classes of beneficiaries 
  • Risk touch points

LEARNING OUTCOMES

Attendees will be taken through a sample client interview that reviews trust fitness for purpose with contemporary challenges.

Case notes will also be provided with references to how the case notes relate to practical scenarios

SUITED TO

This webinar is suitable for accounting and legal practitioners up to senior level who are wanting to review the advice that should be given to clients that addresses the interplay of residential care subsidies, long-term intergenerational asset and estate planning, creditor protection, relationship property concerns and matters of capacity.

ORIGINAL BROADCAST DATE

27 June 2017

PRESENTER

Vicki Ammundsen, Director, Vicki Ammundsen Trust Law Limited