Description

Note: this webinar is the second of a two part Trusts for New Practitioners and Practitioners New to Trusts series, with the first part working through a case study in order to evaluate whether a trust is the right vehicle for the client and asking the ‘pertinent’ client questions when setting up the trust. You can save 10% by purchasing both webinars together. To browse this option click here.

Tips and Tricks in drafting the trust deed.

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.

ORIGINAL BROADCAST DATE

29 August 2024

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

Bethan Read, Special Counsel, Morris