Trust Law 101
Overview
An introduction to Trusts and their role in Estate Planning
Trust law is a complex area of law that can traverse a variety of different areas of law including estate planning, family law, revenue law (including tax), business law and property law – just to name a few. Understanding the different elements of trust law is particularly important in the estate planning realm as many clients will present themselves for estate planning advice but may also need succession advice in relation to a trust.
This session will provide a practical overview of trust law including:
- Different types of trusts and their application from an estate planning perspective
- The elements of a discretionary trust deed
- The powers and duties of a trustee
- Asset protection benefits of a Trust
- The importance of succession planning in relation to an inter vivos trust
- Post Federal Budget considerations
Learning Outcomes:
Attendees of this seminar will learn about the basics of Trusts (both testamentary and inter vivos), the different types of trusts that are available and their application in relation to an estate planning practice.
Suited to:
This session is mainly for Lawyers who practice in wills and estates or are new to the area, however it may be beneficial for Accountants and Financial Planners.
This On Demand recording Includes:
- Recording of the Live Webinar, which can be viewed multiple times, for as long as required
- Presenters contact details for follow up questions
- CPD Quiz
- CPD Certificate
- CPD Report – Logged automatically
- PowerPoint Presentation
- Verbatim Transcript, with Searchability
- Supporting Documentation
Course syllabus
3 lessons
- Video – Trust Law 101Video
- Feedback Survey QuestionsSurvey
- Knowledge QuizTest
Your presenter
Adeline SchiralliSouthern Waters Legal
is an Accredited Specialist in Wills and Estates Law in New South Wales and a legal educator with extensive experience developing comprehensive and practical estate plans that suit the individual circumstances of her clients. Prior to joining Southern Waters Legal as Special Counsel in April 2025, Adeline was a Consulting Principal at Keypoint Law and the Legal Practitioner Director of her own Incorporated Legal Practice, Schiralli Pty Ltd.
Adeline is also currently an Adjunct Lecturer at the College of Law, teaching in the Wills & Estates and Estate Planning majors of their Master of Laws (Applied Law) post graduate degrees. Adeline also regularly presents seminars to lawyers (for their Continuing Professional Development “CPD”), financial advisors and the public in relation to Estate Planning and Elder Law. Adeline is also a Committee Member of the Elder Law, Capacity and Succession Committee of the Law Society of NSW and was the past Chair of the Wills & Estates Accredited Specialist Advisory Committee of the Law Society of NSW from 2022-2025.
Adeline was listed in the Doyle’s Guide from 2021 to 2024 as one of a small number of “Recommended” lawyers in NSW in the area of Wills, Estates and Succession Law and as a “Leading” lawyer in the same list in 2025.