Interpretation of Trust Documents – including Drafting Tips and Traps
Start time 28 Apr 2021 9:00am (Australia - Melbourne)
End time 28 Apr 2021 11:00am (Australia - Melbourne)
Location Live Stream Only
Speaker Adam Craig, Barrister, Victorian Bar
Catering Not included
Designed for Legal practitioners
Product Code I21015
Total CPD Points: 2.0

Professional Skills: 1.0
Substantive Law: 1.0
(includes GST)

Interpretation of Trust Documents – including Drafting Tips and Traps

28 Apr 2021 9:00am - 28 Apr 2021 11:00am (Australia - Melbourne)
Live Stream Only

April CPD Sale 20% Off Price – $180 (RRP $225) - Sale ends 30 April 2021

It is the duty of the trustee to exercise care and to obey the directions of the trust deed, but what if the deed is ambiguous? This special two-hour program will focus on the rules that apply to interpretation of the trust deed and its terms, and discuss the importance of recognising issues within trust documents so they can be addressed at early stage. Our presenter will also provide drafting tips and traps so you can avoid ambiguity.

This session will cover the interpretation of the following issues and clauses in trust documents:

  • Parties to a trust;
  • Trustee Powers;
  • Trust Property;
  • Who are the beneficiaries;
  • What type of trust is it?  
  • Governing law
  • Specific Trust clauses – Eg. mediation, distribution to minors clauses, disabled persons clauses
  • Right of beneficiaries/ Restrictions 
  • Disclosure of information and the right to obtain information
  • Addition/ Removal of beneficiaries

Presented by: Adam Craig, Barrister, Victorian Bar