Description

Note: this webinar is the first of a two part Trusts for New Practitioners and Practitioners New to Trusts series.

The second part of this webinar will provide drafting guidance.

You can save 10% by purchasing both webinars together. To browse this option click here

Join our webinar designed for new practitioners and those new to Trust law as we navigate a case study to explore client questions, key considerations, trust establishment elements, and ongoing trustee obligations. Don’t miss this essential guide!

This webinar is aimed at new practitioners and practitioners that are new to the law of trusts, by working through a case study. Together, we will go through questions to ask the client, issues that we need to consider, elements involved in establishing the trust, and the on-going obligations that trustees need to bear in mind.

Using a case study, we provide a step-by-step guide on the pertinent questions we will need to ask ourselves (and our client) whether trust ought to be established and if so, then what can the trust protect.
specifically we will be asking:

• Why does the client need a trust?
• Issues and questions that we will need to raise with the client before setting up the trust;
• Establishing that the client understands what a trust is , how it works and what it means for the client;
• Identifying the trustees, beneficiaries, settlors involved in the trust and explaining to the client what these roles, duties and powers mean and how they work within a trust; and
• Clearly articulate from our client which assets they wish to transfer to the trust, and issues to consider before transference is undertaken

LEARNING OUTCOMES

A practical guide to setting up a trust for new practitioners and practitioners new to trusts.

SUITED TO

New practitioners and practitioners new to the field of trust law, tax, duties, obligations, and powers. Practitioners includes lawyers, accountants, trustee companies, trust consultants.

PRESENTERS

Dr Maria A Pozza, Director – Lawyer, Gravity Lawyers

Dr Maria is the Director of Gravity Lawyers and deals with a variety of corporate and commercial law and regulatory compliance. Trusts law comes up all the time in her practice and she works closely with Bethan.

Bethan Read, Special Counsel, Morris

Bethan is special counsel at Morris and leads the firm advisory team. Bethan has specific expertise in the law of trusts law and holds a STEP Advance Certificate in Trust Disputes.