Trusts for New Practitioners and Practitioners New to Trusts 2025 – Part 2
1.5 CPD Hours
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.
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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.