STEP New South Wales Lunch and Learn - Wednesday 13 March 2024

STEP NSW Branch invites you to a seminar with Peter Worrall of Worrall Consultant Lawyers.

Topic: The importance of when a testamentary discretionary trust commences

This session will examine when testamentary discretionary trusts commence, and why that should be of interest to practitioners who draft wills containing trusts of this type.   It will also include some practical drafting considerations. It is intended as a practical session for legal practitioners in the field as well as accountants who are looking at broader non-taxation implications of when a testamentary trust commences. 

DATE: Wednesday 13 March 2024

TIME: 12:30pm - 1:30pm

COST: $45 STEP Members, $90 Non-Members

This is an online only event.

For further information or assistance, please contact stepnswaustralia@step.org

PLEASE NOTE: The link to join the live-stream will be sent to each ticket holder via email 2 hours before this event through the Humanitix system (please check spam folders).

IMPORTANT REMINDER: To ensure you don't miss out on receiving the Zoom link, please ensure your email address is correct before confirming the ticket order.

This seminar will be recorded, and the recording will be sent to registered attendees within 7 days of the seminar.

SPEAKER | Worrall Consultant Lawyers

Peter Worrall

Peter Worrall has a consultancy legal practice in Wills, Estate Planning, Estate and Trust Advice and Strategy. He works with individual clients, institutional trustees, private Executors, private beneficiaries and give strategic Estate Planning advice by settling documents including Wills and Trusts, advice to institutions, other lawyers, financial planners and accountants about Estates, Trusts, and Superannuation, and to charities about gifts and bequests and advice to donors and will makers about charitable gifts. He has been recognised nationally by receiving in 2020 and 2021 being nominated as one of the few “Best Lawyers” in Australia in Trusts and Estates by his peers across Australia. He is the only lawyer in Tasmania to have received this award in this field. He is the author of over 600,000 words on a variety of topics in his field.

SPONSOR

STEP NSW Event Sponsor - Equity Trustees

Equity Trustees, now incorporating Australian Executor Trustees (AET), combines two leading trustee teams with expertise and experience across all areas of specialist professional trusteeship serving individuals, families and communities. With a history of service reaching back to 1879, we offer services including asset management, trustee and executor services, estate planning, philanthropic services, Native Title, compensatory trusts, superannuation trusteeship and Responsible Entity (RE) services for external Fund Managers in Melbourne, Sydney, Brisbane, Perth and Adelaide.

Visit us online for more information or call 1300 133 472.