Estate Planning - The A-Z (Oct 2021)
Start time 1 Oct 2021 9:00am (Australia - Melbourne)
End time 1 Oct 2021 3:30pm (Australia - Melbourne)
Location Live Stream Only
Speaker Allan Swan - Barrister, Victorian Bar
Catering -
Designed for Legal Practitioners
Product Code W21039
Total CPD Points: 6.0

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

Estate Planning - The A-Z (Oct 2021)

1 Oct 2021 9:00am - 1 Oct 2021 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'.