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Live Webinars

Live Webinar: Future Proofing the Family Trust: Estate Planning for All Shapes and Sizes

Families come in all shapes and sizes. The same can be said for family discretionary trusts. How control might be passed from one generation to the next in one family trust may not be an appropriate solution for another. What is needed for quality estate planning are bespoke solut
PRESENTED BY Sophie Cohen Director - Aintree Group Legal , Melbourne

Date/Time

Monday 13 October 2025
Vic, NSW, ACT, Tas: 1:30pm to 2:30pm
Qld: 12:30pm to 1:30pm
SA: 1pm to 2pm
NT: 12pm to 1pm
WA: 10:30am to 11:30am

About the Webinar

Families come in all shapes and sizes. The same can be said for family discretionary trusts. How control might be passed from one generation to the next in one family trust may not be an appropriate solution for another. What is needed for quality estate planning are bespoke solutions tailored to the family’s specific needs. This session shall explore the questions and challenges estate planners face when it comes to assisting a client plan for the future of a trust as part of broader estate plan. Questions to be explored in this practical session include:

  • What should the rules be?
  • Who should be replacement appointor?
  • When should change be triggered?
  • How should it be triggered? For eg, death but what if you need to change because of incapacity or permanent disability?
  • How do you build in contingencies?
  • What should rules be for changing shareholders in corporate trustees?
  • Do members, directors, appointors/replacement directors?
  • What should rules be for appointing replacement directors?
  • From when should it be effective?

Presented By

Sophie Cohen
Director, Aintree Group Legal Melbourne, Vic

Sophie is a director of law firm Aintree Group Legal, delivering estate planning, commercial and property legal solutions ‘with heart’.

Sophie has over 25 years of experience as a lawyer, business advisor and leader, giving her a broad commercial and legal perspective.

Sophie is passionate about delivering high quality, practical and effective estate planning, business succession and asset protection strategies, to empower clients to realise their dreams and goals, solve the problems that keep them awake at night, and bring them peace of mind.

She believes that connecting with clients on a personal level and collaborating with clients’ professional advisers including accountants, wealth managers and other lawyers, is key to providing integrated and holistic outcomes for clients.

Who Should Attend?

This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Certificate

Registered live webinar delegates will receive a CPD certificate for attendance at this webinar. Accountants can claim up to 1 CPD hour. Lawyers can claim up to 1 CPD unit/point – substantive law. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

WA lawyers – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

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