Seminar: Beneficiary rights. 30 March 2022

Speaker:

• William Sloan TEP - Kim Wilson and Co

STEP Western Australia is approved by the Legal Practice Board of Western Australia as a QA provider of CPD.

Program:

• 17:30 to 18:00 AWST: Networking drinks
• 18:00 to 19:00 AWST: Presentation

RSVP by 17:00 Monday 28 March 2022

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Please click here to view our COVID-19 Policy.

Places are strictly limited to 20 in person attendees. Please note that STEP WA may choose to convert this session to webinar only due to COVID-19 factors.

Webinar available
Instructions on how to access the webinar will be provided the day before the event.

The seminar will cover:

Beneficiaries have a range of rights. This session will explore recent court decisions that have shone a light on two particular categories of beneficiary rights:

• the rights of a beneficiary to compel the trustee to provide access to trust documents (and the corresponding question of the rights of the trustee to resist those demands)?
• in what circumstances might all the various rights (in their entirety) constitute “property” in the hands of the beneficiary?