• July 2019

  • Monday, 22 July 2019
    22 Jul 2019 9:00am - 22 Jul 2019 4:00pm (Australia - Melbourne)
    Leo Cussen Centre for Law, Level 16, 15 William Street, Melbourne

    This workshop provides an essential overview of Estate Planning from initial consideration of options, through to executors responsibilities, death benefits trusts and more. Gain confidence to be able to operate more effectively in this complex area.

    Topics covered are:

    •     Ownership - 4 key types
    •     Key planning issues
    •     Superannuation death benefits
    •     Drafting exercise - binding death benefit nomination
    •     Estate planning and existing family/hybrid trusts
    •     Key attributes for wills and testamentary trusts
    •     Drafting exercise - beneficiary controlled testamentary trust
    •     Vulnerable beneficiaries
    •     Means tested pension eligibility - operation of deeming rules
    •     Income tax concessions
    •     Capital gains tax
    •     Enduring powers of attorney
    •     Philanthropic or charitable trusts
    •     Executors' responsibilities
    •     Insurance death benefits trusts
    •     After the event estate planning

     

    Presented by: Allan Swan, Director - Estate Planning EQUATION – Preventative Law

    Essentials are workshops for lawyers new to, or wanting to update knowledge in, particular skills or practice areas. These workshops aim to cover the 'essentials'.

    6.0
    $495.00
  • August 2019

  • Thursday, 8 August 2019
    8 Aug 2019 9:00am - 8 Aug 2019 4:00pm (Australia - Melbourne)
    Leo Cussen Centre for Law, Level 16, 15 William Street, Melbourne

    This workshop is designed to provide a solid foundation for those wishing to practice in this area. The program includes:

    • Intestacy
    • Domestic partners
    • Using will precedents
    • Common drafting practices
    • Considerations in preparing a will
    • Codicils
    • Execution
    • Revocation
    • Alteration
    • Rectification
    • Wills storage
    • Testamentary capacity
    • Undue influence
    • Executor's duties
    • Executor's commission
    • Powers of trustees
    • Essential and optional provisions and clauses
    • Costing the file
    • Basic estate planning
    • Legal professional responsibilities
    • Powers of Attorney

    Presented by: Naomi Guyett, Senior Associate - LIV Accredited Wills + Estates Specialist, Lorraine Jones & Associates

    Essentials are workshops for lawyers new to, or wanting to update knowledge in, particular skills or practice areas. These workshops aim to cover the 'essentials'.

    6.0
    $495.00
  • Thursday, 29 August 2019
    29 Aug 2019 9:00am - 29 Aug 2019 4:00pm (Australia - Melbourne)
    Leo Cussen Centre for Law, Level 16, 15 William Street, Melbourne

    This Workshop is designed to build your confidence and equip you with the necessary knowledge and skills in this sometimes complex area.

     
    The program includes:

    • Applications for grants of probate and letters of administration
    • Role of executor and administrator
    • Advertising
    • Preparing documents
    • Asset collection
    • Transfers of real estate
    • Taxation issues
    • Costing files
    • Final accounts
    • TFM and dealing with assets

    Presented by: Naomi Guyett, Senior Associate - LIV Accredited Wills + Estates Specialist, Lorraine Jones & Associates

    6.0
    $495.00
  • November 2019

  • Monday, 11 November 2019
    11 Nov 2019 9:00am - 11 Nov 2019 4:00pm (Australia - Melbourne)
    Leo Cussen Centre for Law, Level 16, 15 William Street, Melbourne

    This workshop provides an essential overview of Estate Planning from initial consideration of options, through to executors responsibilities, death benefits trusts and more. Gain confidence to be able to operate more effectively in this complex area.

    Topics covered are:

    •     Ownership - 4 key types
    •     Key planning issues
    •     Superannuation death benefits
    •     Drafting exercise - binding death benefit nomination
    •     Estate planning and existing family/hybrid trusts
    •     Key attributes for wills and testamentary trusts
    •     Drafting exercise - beneficiary controlled testamentary trust
    •     Vulnerable beneficiaries
    •     Means tested pension eligibility - operation of deeming rules
    •     Income tax concessions
    •     Capital gains tax
    •     Enduring powers of attorney
    •     Philanthropic or charitable trusts
    •     Executors' responsibilities
    •     Insurance death benefits trusts
    •     After the event estate planning

     

    Presented by: Allan Swan, Director - Estate Planning EQUATION – Preventative Law

    Essentials are workshops for lawyers new to, or wanting to update knowledge in, particular skills or practice areas. These workshops aim to cover the 'essentials'.

    6.0
    $495.00
  • Thursday, 14 November 2019
    14 Nov 2019 9:00am - 14 Nov 2019 4:00pm (Australia - Melbourne)
    Leo Cussen Centre for Law, Level 16, 15 William Street, Melbourne

    This workshop is designed to provide a solid foundation for those wishing to practice in this area. The program includes:

    • Intestacy
    • Domestic partners
    • Using will precedents
    • Common drafting practices
    • Considerations in preparing a will
    • Codicils
    • Execution
    • Revocation
    • Alteration
    • Rectification
    • Wills storage
    • Testamentary capacity
    • Undue influence
    • Executor's duties
    • Executor's commission
    • Powers of trustees
    • Essential and optional provisions and clauses
    • Costing the file
    • Basic estate planning
    • Legal professional responsibilities
    • Powers of Attorney

    Essentials are workshops for lawyers new to, or wanting to update knowledge in, particular skills or practice areas. These workshops aim to cover the 'essentials'.

    6.0
    $495.00
  • Thursday, 28 November 2019
    28 Nov 2019 9:00am - 28 Nov 2019 4:00pm (Australia - Melbourne)
    Leo Cussen Centre for Law, Level 16, 15 William Street, Melbourne

    This Workshop is designed to build your confidence and equip you with the necessary knowledge and skills in this sometimes complex area.

     
    The program includes:

    • Applications for grants of probate and letters of administration
    • Role of executor and administrator
    • Advertising
    • Preparing documents
    • Asset collection
    • Transfers of real estate
    • Taxation issues
    • Costing files
    • Final accounts
    • TFM and dealing with assets

    Presented by: Naomi Guyett, Senior Associate - LIV Accredited Wills + Estates Specialist, Lorraine Jones & Associates

    6.0
    $495.00