Many Australians find themselves taking on a role as a director of a company, or a trustee of a trust.
While these roles sometimes arise from commercial necessity, or family obligation, the duties imposed upon directors and trustees are real. They are also often misunderstood.
Please join us for a discussion with James d'Apice of Makinson d'Apice Lawyers about the risks that trustees and directors face, and how you – and your clients – might go about managing them.
James will begin with a discussion of the law as it relates to trusts and companies, and will progress to a discussion of issues for you and your clients to reflect upon.
And please don't forget to bring along a question if you have one! This area can be tricky, and in our experience a real life example can help illuminate the relevant issues.
Webinar Learning Outcomes:
1. A refresher on the law as it relates to companies and trusts
2. An appreciation of the risks that arise when acting as a trustee or director
3. Some suggestions for how to manage those risks
Trustees, directors, and any advisers of trustees and directors looking to sharpen their skillset.
Accountants, financial advisers, estate planners, and succession planners.
James d'Apice is a commercial and litigation solicitor who advises small and medium sized businesses, professional service providers, trustees, and private clients. He was admitted to practice in 2008 and joined Makinson d'Apice Lawyers in 2014.
James advises clients on areas including commercial disputes, real and intellectual property, trusts, and privacy.
You will be provided with:
• PowerPoint presentation slide deck
• Supporting documentation
• Webinar Recording to view multiple times for up to 6 months
• An opportunity to ask questions to the presenter
Whether it's a half-page will, a voluminous trust Deed, or some ASIC forms hastily completed in an accountant's office.