As year end approaches, many trustees turn their minds to making distributions from discretionary trusts.
This webinar will examine the practical and legal issues that can arise in that process, including the duties trustees must discharge, the rights of beneficiaries, and the importance of proper decision-making. It will explore how distribution decisions should be made and the consequences that can follow where the process is flawed.
Who should watch
Trustees and their advisers (accountants, financial planners and lawyers).
Level of expertise
This webinar is for persons with some knowledge or interest in Discretionary Trusts.
Presenter
Ed Skilton, Principal
Edward is a Business Law Principal with a particular focus on equity, trusts and succession.
One focus of his practice is on protecting vulnerable beneficiaries and others negatively affected by the decisions of the incumbent controllers of estates and trusts. He represents plaintiffs and defendants in the County Court and Supreme Court in matters relating to:
The removal and replacement of executors and trustees of estates and trusts;
Applications for judicial interpretation of trust instruments, for example where there is a dispute as to whether a trustee had the power to do what has purportedly been done;
Disputes regarding the validity of wills;
Applications to have wills brought into Court; and
Applications for provision / further provision from deceased estates.
View Ed’s full profile here
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