Interpretation of Trust Documents – including Drafting Tips and Traps
Speaker Adam Craig, Barrister, Victorian Bar
Date 28 Apr 2021
Duration 02:01:30
Product Code O21047
Total CPD Points: 2.0

Professional Skills: 1.0
Substantive Law: 1.0
$165.00
(includes GST)

Interpretation of Trust Documents – including Drafting Tips and Traps

2.0

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

ISBN: 978-1-922587-30-5


What is included:

A video of the presentation in mp4 format


* This Webcast does not allow WA practitioners to claim CPD points