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Recorded Fireside Chats

Maximising the Value of Testamentary Trusts – On Demand Fireside Chat

Fireside Chats are a one hour conversation between two of the most respected experts in their chosen field. Each discussion is planned by the two experts and covers an agreed range of issues.
PRESENTED BY Patrick Ellwood Director - Clover Law , Brisbane
PRESENTED BY Bryan Mitchell Principal - Mitchells Solicitors , Brisbane

Date/Time

About the Fireside Chat

Patrick Ellwood interviews Bryan Mitchell
Date: Tuesday 23rd August 2022
Duration: Approximately 1 Hour

This isn’t a webinar and it’s not chalk and talk. It’s a one hour conversation between one of the most respected experts in their chosen field and another expert in the same field. Each discussion is planned by the two experts and covers an agreed range of issues we’ll share with you.

Testamentary Trusts are a popular way for clients to effectively control how their assets are distributed to beneficiaries. However, not all testamentary trusts are created equal, and in order to provide the best outcome for clients, advisers need to ensure the terms of the trust adequately meet their circumstances. In this fireside chat, learn directly from the experts on how to master testamentary trusts, and have all your questions answered in this interactive session. Topics canvassed include:

  • The different types of Testamentary Trusts that are available
  • The role of testamentary trusts in the estate plan
  • Tips and tricks for drafting key clauses
  • Effective use of testamentary trust as a tool for protecting assets
  • Case studies and war stories in practice
 

 

Presented By

Patrick Ellwood
Director, Clover Law Brisbane, Qld
Bryan Mitchell
Principal, Mitchells Solicitors Brisbane, QLD

Who Should Attend?

This fireside chat presentation is suitable for succession lawyers – Australia wide. This fireside chat is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Information

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.

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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