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Trustee Distributions from Discretionary Trusts – duties, rights and proper process

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.

Cost: $99.00
If you register more than one attendee, discounts apply:

2 attendees - $190 (normally $198, saving $8)
3 Attendees - $275 (normally $297, saving $22)
4 attendees - $355 (normally $396, saving $41)
5 attendees - $400 (normally $495, saving $95)

Sladen Smart Members: Free

Once you have registered you will be sent a receipt and then soon after a personalised link to access this webinar via zoom.

You can register up to 5 individual attendees (please contact us, should you require more than 10) each person will be sent a personalised link to join. You will be unable to share your link to the live webinar. The event will be recorded and emailed to all registered attendees the day after the event.


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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13 May

Federal Budget 2026/2027: tax and superannuation – what you need to know