Trusts are an important planning tool; however, the complex nature of trust law and its continual evolution pose a challenge for even experienced professionals. In order to effectively utilize this tool and successfully navigate the intricate arena of trust law, it is essential to keep up to date on changes in the law, current issues, and emerging planning techniques.

This program assembles leaders in the fields of trusts and taxation to update you on recent developments in the law of trusts and key challenges facing practitioners today, and to discuss current and emerging planning techniques, practice tips, and practical solutions to your clients’ most pressing issues. You will gain a solid understanding of important planning considerations, potential pitfalls, and the techniques and structures currently available to best address your clients’ unique circumstances and set them up for success.

You Will Learn About:

• New developments in trust law
• Common settlement issues and pitfalls
• Lessons on how to avoid and address trust disputes and litigation
• Tips for drafting powers of appointment
• Advice for using trusts as a vehicle for charitable giving
• Flagging tax issues when preparing a trust deed
• Complex and common issues that professional trustees regularly deal with

Who Should Attend?

• Lawyers practising in the areas of trusts, wills, estates or tax
• Estate planning specialists
• Investment managers and professionals
• Accountants providing tax and estate planning advice
• Financial planners and other consultants helping clients protect wealth and minimize tax