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Recorded Webinars

Recorded Webinar: Trusts and the Under-18s: Estate Planning Strategies Involving Minor Children

When minor children are part of the estate plan, the use of trusts becomes critical to managing risk, control, and tax outcomes. Testamentary trusts, superannuation proceeds trusts, and careful trust structuring can ensure assets are protected and appropriately managed until child
PRESENTED BY Daniela Pavlovic Principal - Harwood Andrews , Geelong

Date/Time

About the Webinar

When minor children are part of the estate plan, the use of trusts becomes critical to managing risk, control, and tax outcomes. Testamentary trusts, superannuation proceeds trusts, and careful trust structuring can ensure assets are protected and appropriately managed until children are ready to take control. This session explores how to effectively use trusts to support minor beneficiaries in estate planning. It covers:

  • Structuring bequests for minors: why a trust is essential
  • Testamentary trust options for multiple children:
    • one trust per child vs a single shared trust
    • discretionary vs fixed trusts — which works best and when
  • Planning ahead for when a child beneficiary turns 18 — control, access, and risk
  • Maximising tax efficiency through Division 6AA ITAA 1936:
    • ensuring estate-sourced income qualifies for concessional treatment
    • the dangers of blending non-estate assets into testamentary trusts
    • whether spouses should mirror trust structures in their respective wills
  • The role of superannuation proceeds trusts — and how they differ from standard testamentary trusts
  • Dealing with the family home — ownership via trust and control implications
  • Estate planning where minor grandchildren are intended beneficiaries — trust structuring tips
  • Case study demonstrating trust design and administration for minors

Presented By

Daniela Pavlovic
Principal, Harwood Andrews Geelong, Vic

Daniela is a Principal Lawyer in Harwood Andrews' wills and estates law practice area.

Daniela’s extensive experience allows her to advise clients about the importance of proper succession planning. She assists clients in preparing wills and powers of attorney, including complex wills such as testamentary trusts.

Daniela is experienced in all aspects of estate administration. Through the personal experience of dealing with the loss of a close family member, she understands the difficulties families face during this time and approaches each client with sensitivity and careful guidance.

Her interest in corporate governance has resulted in Daniela having been a past director on the board of Barwon Health, the largest regional health service in Victoria and a current director of Meli Housing, a youth agency providing housing services disadvantaged young people in the Geelong region.

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.

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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