ABOUT THE seminar

Family trusts are a popular way to manage and protect wealth.

Careful planning is required to transition wealth through generations.

Join Partner Geoff Stein for this two part seminar series on Successful Succession Planning.

Seminar One - Basic Principles

Tuesday 3 September 2024 - 5.15pm to 6.30pm

• The role and duties of the Trustee Appointor/Guardian

• Changing the identity of a Trustee, Appointor or Guardian

• When should a Corporate Appointor be used?

• Is the Rule Against Perpetuities still relevant?

• Should trusts have narrower classes of beneficiaries?

(Suitable for younger practitioners or as a refresher)

Seminar Two - Advanced Concepts for Advisors

Tuesday 10 September 2024 - 5.15pm to 6.30pm

• Techniques integrating the family trust into a broader estate planning strategy.

Please note this seminar series will be held IN-PERSON ONLY and there will be no Zoom or recording available. We hope you will join us. 

Speaker

Geoff Stein

Partner
E gds@bwslawyers.com.au
P 02 9394 1021