PRESS RELEASE
2 June 2023

Pointon Partners Seminar: Discretionary trusts now not so discretionary landmark Victorian Court of Appeal case

PP
Pointon Partners

Contributor

Pointon Partners is a medium-sized legal firm known for its full-service offerings to businesses and stakeholders. With a focus on building long-term relationships, the firm helps clients achieve successful outcomes. They provide top-tier expertise with a personalized touch, serving a wide range of clients from Australian companies to private individuals. Additionally, they are a member of LAWORLD, offering international legal support.
Please join us where our Partner Michael Bishop and Senior Lawyer Jess Tomlinson discuss the case Owies v JJ Nominees Pty ltd [2022] VSCA 142. This is an important case for any family which has a discretionary trust and for advisors of such trusts
Australia

Please join us where our Partner Michael Bishop and Senior Lawyer Jess Tomlinson discuss the case Owies v JJ Nominees Pty ltd  [2022] VSCA 142 which dealt with:

  • obligations on a trustee to inform itself as to the needs of beneficiaries; and
  • consider those needs even If family circumstances break down.

Our firm previously presented a webinar on this case in September 2022, but given the importance of the case in the context of end of year planning for family trusts we are re-presenting it by way of an in person seminar.

This is an important case for any family which has a discretionary trust and for advisors of such trusts.

Date: Wednesday 7 June 2023
Time:  12:30pm – 1:30pm
Location:  Pointon Partners Offices – Level 14, 565 Bourke Street, Melbourne, Victoria, 3000
Lunch will be provided

Please RSVP by Monday 29 May 2023 to Lisa Ograk of Pointon Partners by clicking RSVP

Contributor

Pointon Partners is a medium-sized legal firm known for its full-service offerings to businesses and stakeholders. With a focus on building long-term relationships, the firm helps clients achieve successful outcomes. They provide top-tier expertise with a personalized touch, serving a wide range of clients from Australian companies to private individuals. Additionally, they are a member of LAWORLD, offering international legal support.

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