Trust Drafting (2025) (On Demand)

This On Demand was recorded on 4 June 2025.

Trust drafting is both a skill and a responsibility, where precision is paramount. Clients rely on their lawyers to accurately capture their intentions, ensuring their wishes endure over time.

This On Demand is focussed on the drafting of discretionary trust deeds for individuals and families having regard to a client’s objectives, with a particular focus on family and inheritance trusts. The session discusses the issues to be considered and how that might shape certain key areas in the trust deed.

We will also consider other documentation practitioners may need to prepare to ensure client objectives are met and the overall trust structure remains robust.

Learning Outcomes

Understand what to consider when drafting trust deeds.
Gain an understanding of how the settlor’s objectives can be accurately reflected in the trust deed.
Gain insights into best practice approaches to drafting in various contexts.
Practical aspects to consider in implementing control structures contemplated in the trust deed.

Who Should Watch?

General practitioners and other professionals who draft trust deeds

Presenters

Fiona King, Partner, TGT Legal
Stephen Law, Partner, TGT Legal

Stephen Law

Stephen had extensive experience as a corporate lawyer before transitioning to being a trust lawyer at TGT. He specialises exclusively in providing advice on legal issues relating to trusts, general estate planning, relationship property, estates, and wills. Stephen regularly works with trustees, beneficiaries, and their advisers, advising them on their rights and obligations, and on long-term succession issues to business families and those holding long-term legacy assets.

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Fiona King

Fiona has a strong client focus and enjoys delivering the optimal outcome for her clients. She expertly balances her technical know-how with the provision of practical solutions. Fiona advises on all aspects of trust law and personal asset planning and has experience in complex trust restructuring and drafting whatever documentation is required to seamlessly achieve her clients’ personal asset planning objectives. She is a full member of the Society of Trust and Estate Practitioners.

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Details

CPD Hours: 1.50hr

Pricing Details

Ticket Price

Member: $155 plus GST
Non-Member: $220 plus GST

This On Demand includes the video and materials, and will earn CPD.

Click here to access materials only.