CPD Webinar - Succession Planning for Family Trusts

1 CPD Point – Substantive Law

Family trusts are a popular and effective way of managing and protecting family wealth for the present and the future. However, without proper succession planning, your client’s family trust could become a source of conflict, confusion and costly litigation after their death.

Succession planning for a family trust involves considering who will control the trust when the existing Appointor/Guardian dies or is unable to act due to some other incapacity. In some trust deeds, even insolvency can trigger the removal of the trust’s Appointor/Guardian. By planning ahead, you can ensure that the family trust continues to serve your client’s intended purposes. Careful consideration of who holds the Appointor role in a family trust and what happens when they can no longer act is of paramount importance when reviewing your client’s estate planning and business structuring requirements.

In this Webinar, Succession Planning for Family Trusts, lawyer John Wojtowicz, gives a run through of not only the Appointor position itself, but also how to ensure your family trust is included in your client’s estate planning strategy.

Specifically, John will cover:

• The role of the Appointor and Guardian;
• Duties of the Appointor and Guardian;
• Changing the Appointor/Guardian;
• Appointor/Guardian succession clauses;
• Corporate Appointors; and
• Incorporating the family trust into a broader estate planning strategy.

This Webinar is suitable for lawyers, accountants and other professional advisers and is pitched at an intermediate level. It is ideal for any professional looking to upskill in Trusts and Estate Planning.

Continuing Professional Development

Legal CPD:

WA legal practitioners (QA Provider ID 29250)

1 CPD point, 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 available for participation in the live webinar. At this time, webinar recordings (for those that are registered but unable to attend) are not eligible for WA Legal CPD Points.

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 and participation.

Accounting CPD:

1 CPD Point

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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, business structures and estate planning and brings a wealth of practical experience to his seminars.