Please join us for a complimentary Harwood Andrews webinar.
In this webinar, our team will be discussing the intricacies of Trusts and commercial considerations for clients experiencing Family Law issues.
Trustee Discretion and Determinations – What Must a Trustee Consider?
- Alasdair Woodford, Special Counsel
Following the decision in the Owies case in 2022, we will consider:
What should a trustee consider in exercising its discretion
Did the trustee give real and genuine consideration to the requirements of beneficiaries?
Recent decisions, including Owies
Trust Distribution Dilemmas
- Rob Warnock, Principal Lawyer
More than ever before trustees must take great care when making distributions as a result of recent case decisions and ATO issued guidance. In this session we will advise what valuable lessons can be learned from these latest developments including:
Disclaimers and the High Court’s decision in Carter;
Distribution tips as a result of the ATO’s latest 100A guidance;
Dealing with UPEs.
Family Law Commercial Considerations
- Bridgette Kelly, Principal Lawyer
Commercial clients may have Family Law issues that arise. This session will assist you in providing practical advice and direction to your commercial clients to improve business and family law outcomes, and will explore:
Five common family law issues that may arise with your clients; and
Practical tips for working with your clients' family lawyer to obtain the best outcome for your clients
Who should watch:
Tax advisors, financial planners, tax agents, accountants, lawyers and those who control or are beneficiaries of Trusts.