CPD Webinar - Advising on Family Trusts in the 21st Century

1 CPD Point – Substantive Law

As the generational landscape shifts, established discretionary Family Trusts are undergoing decision-making and control changes, significantly impacting on their day-to-day administration and the exercise of trustee discretions, resulting in an increase in trustee/beneficiary disharmony and in some cases, trust litigation.

Practitioners and advisers need to be aware of the impact of these changes, and the options available to them and their clients when providing Family Trust advice on:

• Estate planning;
• Trust administration; and
• Trust litigation.

This practical session is designed for practitioners and advisers working with Family Trusts and will take a deep dive into this complex area of the law, providing practical guidance and tips and traps through an analysis of current trust case law coupled with practical examples and case studies.

This webinar is suitable for lawyers, accountants and other professional advisers, and is pitched at an intermediate level.

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: Greg Russo
Accredited Specialist - Wills and Estates, Greg Russo Law

With over 30 years’ experience in succession law Greg Russo is one of Victoria’s most experienced and respected succession law solicitors.

With a background in pure mathematics, Greg not only understands the implications of planning decisions on future taxation, SMSF, trust and estate administration, he is able to break down complex concepts and structures logically and explain options to clients in a way that empowers them to take positive action and ownership of their decisions.
Using the knowledge and insights that he has acquired over three decades, he crafts unique solutions to complex succession problems.

Greg teaches both mathematics and law. He also regularly presents at events to solicitors, accountants and other professionals in Victoria, Queensland and online. He’s a regular presenter for TEN - The Education Network, Legalwise Seminars and the Law Institute of Victoria.

Greg is a Law Institute of Victoria Wills & Estates Accredited Specialist, a chairperson of the LIV Specialist Accreditation Education Advisory Committee, the LIV Wills & Estates Advisory Committee, a board member of the Mount Eliza Community Bank, a member of STEP and is recognised in Doyles Guide in Victoria as a Leading Wills Estates and Litigation Lawyer and a Leading Wills, Estates and Succession Planning Lawyer.