Webinar On Demand - Introduction to Family Trusts - the basics

Family Trusts are one of the most popular business and investment structures in Australia. Understanding why this is so and how family trusts work is a vital first step for accountants, lawyers and advisers, not to mention would be business proprietors.

In this webinar, Introduction to Family Trusts – the basics, it is back to school for Family Trusts 101. As the name suggests, this webinar is designed to give an introduction to Family Trusts and help you better understand why and how they are used.

Presented by trust lawyer, John Wojtowicz, this webinar provides an easy-to-follow introduction on the basics of Family Trusts.

In this Webinar, John covers:

• What is a family trust;
• What benefits do a family trust provide;
• Tax benefits;
• Asset protection benefits;
• The key positions in the trust:
  • Trustee,
  • Settlor,
  • General beneficiaries,
  • Specified beneficiaries,
  • Appointor, and
  • Guardians.
• Vesting date;
• Mistakes made when setting up a trust;
• Mistakes made post establishment of the trust;
• Family trusts and estate planning.

This webinar is suitable for accountants, lawyers and other professional advisers and is pitched at an introductory level. It is ideal for those without previous trust experience looking to learn about Family Trusts.

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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Presenter John Wojtowicz

John Wojtowicz is the Managing Principal of the law practice, Law Central Legal. He 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 trusts law, 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.