Description

Purchase this 2 Part webinar series as a package and save 10%.
Valued at $390 + GST, you get both webinars for just $351 + GST.

Trusts for New Practitioners and Practitioners New to Trusts 2025 – Part 1

Wed 21 May, 2:30 PM  - 3:30 PM 

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.

Trusts for New Practitioners and Practitioners New to Trusts 2025 – Part 2

Wed 4 June, 2:30 PM -  4:00 PM

Building on our first webinar, join us for more tips and tricks in drafting the trust deed. Gain a clear framework and the necessary skills to master this complex area of law

Following the first webinar, this webinar considers the drafting of the trust deed and takes practitioners through critical elements that must be considered when drafting that include:

• The trustees, their powers, duties and role;
• Beneficiaries, discretionary and final;
• Powers of appointment and removal;
• The ways of transfer to assets (sale or gift, for example);
• Other related documentation to have on your radar when drafting and setting up a trust such as the Sale and Purchase Agreement, Deed of Gift/Deed of Acknowledgement of Debt, e-dealing requirements and trustee resolutions;
• Other critical elements pertinent to ensuring the longevity and flexibility of the Trust Deed.

The aim of this we webinar is to provide a simple and clear framework that provides practitioners with the skills and tools they need to navigate this complex area of law.

LEARNING OUTCOMES

A practical guide to drafting the trust deed 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 including 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.

Please note you can purchase these webinars individually.

Click here to view Webinar 1

Click here to view Webinar 2