Webinar On Demand - Fixing Family Trust Deeds - Mistakes made pre and post establishing a Trust

1 CPD Point – Substantive Law

Has your client read their Family Trust Deed? The chances are, they have not. This becomes apparent when a bank or accountant picks up obvious errors in the Trust Deed that have been present for quite some time. How to identify these errors and what to do about them without causing even more issues can be a challenging exercise.

In this Webinar, Fixing Family Trust deeds - mistakes made pre and post establishing a Trust, trust lawyer, John Wojtowicz, discusses some of the common mistakes encountered with Family Trusts, when they become an issue and what to do about them.

In this Webinar, John covers:

• Common mistakes seen in establishing the Trust;
• Common mistakes seen post establishment of the Trust;
• Rectifications versus variations of the Trust Deed;
• Restrictions on varying the Trust Deed;
• Issues with circular distributions to related Trusts;
• Overview of ATO Private Rulings;
• Trust resettlements; and
• Dealing with lost Trust Deeds.

This webinar is suitable for lawyers, accountants and other professional advisers and is pitched at an intermediate level. It is ideal for any professional with clients who have Family Trusts.

The webinar recording runs for approximately 1 hour and was recorded 8 December 2021.

Continuing Professional Development

Legal CPD:

WA legal practitioners (QA Provider ID 29250)

0.5 CPD points for every 30 minutes of attendance, Competency Area 4 – Substantive Law. To ensure you receive your CPD Points for this event, please provide us with your Legal Practice Board Practitioner ID during registration. Note: CPD Points are only uploaded to the Legal Practice Board after the Webinar On Demand is viewed. This is not an “interactive activity” as defined in Rule 7 of the Legal Profession Rules 2009 (WA).

Legal practitioners outside of WA

If you consider that this webinar satisfies your individual requirement, or is relevant to your immediate or long-term professional development needs, you may claim 0.5 CPD points for every 30 minutes of attendance.

Accounting CPD:

1 CPD Point

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• 3/03/2022 - Webinar On Demand - Three Pillars of an Effective Asset Protection Strategy

• 9/12/2021 - Webinar On Demand - Lawyers and Accountants Duties as Executors

• 8/12/2021 - Webinar On Demand - Fixing Family Trust Deeds - Mistakes made pre and post establishing a Trust

• 2/12/2021 - Webinar On Demand - How to assist clients with their debt issues

• 12/08/2021 - Webinar On Demand - Introduction to Family Trusts - the basics

Presenter John Wojtowicz
Director, Law Central Legal

John has practiced law since 1988 and has been admitted to both the Supreme Court of WA and the High Court of Australia. Working predominantly in the areas of commercial law and estate planning, John has acted for both large institutions and individuals, as well as serving on multiple bank panels. Over the years, he has acted for clients on complex estate planning and has represented clients in the Supreme Court of WA on trust and inheritance issues. He is a sought after speaker on trusts and estate planning and brings a wealth of practical experience to his seminars.