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Recorded Webinars

Recorded Interactive Webinar: Who Really Controls the Trust? Trustees, Appointors and Broad Variation Powers

The decision in Staley v Hill Family Holdings has disrupted the traditional assumption that appointors are the "true controllers" of family discretionary trusts. In this session, we will analyse what this case means for trust control structures, including: How Staley overturned
PRESENTED BY Matthew Burgess Director - View Legal , Australia

Date/Time

About the Webinar

The decision in Staley v Hill Family Holdings has disrupted the traditional assumption that appointors are the "true controllers" of family discretionary trusts. In this session, we will analyse what this case means for trust control structures, including:

  • How Staley overturned the conventional wisdom that appointors with trustee removal powers are automatically the ultimate controllers of family trusts.
  • How widely drafted variation clauses can enable the trustee to remove the appointor.
  • The role of limited variation powers.
  • Appointor replacement mechanisms.
  • How a failure to properly plan appointor succession can created issues within a family.
  • When courts will uphold broadly drafted variation powers that can reshape trust control structures.

Presented By

Matthew Burgess
Director, View Legal Australia,

Matthew Burgess co-founded specialist firm View Legal in 2014, having been a lawyer and partner of one of Australia’s leading independent law firms for over 17 years. Matthew’s passion is helping clients successfully achieve their goals.

Matthew specialises in holistic estate planning (including trusts, tax, asset protection, structuring, business succession and superannuation). 

He has been recognised for many years in the ‘Best Lawyers’ list in relation to trusts and estates, and wealth management/succession planning and either personally or as part of View in Doyles’ in relation to taxation, and wills, estates and succession planning.

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 Information

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.

OPTIONAL ONLINE QUIZ

We will be adding an optional online quiz to the recording of this webinar to make it interactive in terms of the type of CPD that can be claimed. Upon completion of the quiz the successful registered user will receive a CPD certificate confirming completion and the CPD units/points/hours earned. The online quiz will be available with the recording – typically within 1 to 2 days of the live webinar being held.

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, Jason Hooker on (03) 8601 7709 or email: [email protected]

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