Estate Planning - The A-Z (Nov 20)
Start time 12 Nov 2020 9:00am (Australia - Melbourne)
End time 12 Nov 2020 3:30pm (Australia - Melbourne)
Location Live Stream only
Speaker Allan Swan - Barrister, Victorian Bar
Catering -
Designed for Legal Practitioners
Product Code W20073
Total CPD Units: 6.0

Practice Management & Business Skills: 1.0
Professional Skills: 1.0
Substantive Law: 4.0
(includes GST)

Estate Planning - The A-Z (Nov 20)

12 Nov 2020 9:00am - 12 Nov 2020 3:30pm (Australia - Melbourne)
Live Stream only

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'.

In light of the recent COVID-19 updates and associated restrictions; Leo Cussen Centre for Law considers that it is in the best interests of all stakeholders for all upcoming Workshops to be held remotely. 

What this means:

  • Workshops will be held on the same date, at the same time as originally scheduled, in an online live-stream format for the foreseeable future;
  • Leo Cussen has successfully hosted workshops, seminars and conferences remotely including interactive sessions and we hope you enjoy attending the program from the convenience of your own environment.