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Succession Law Sessions: Estate planning

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Succession Law Sessions: Estate planning

Date & TimeTBC
Format Academy Series





CPD Units 3
  • Substantive Law
Venue LIV, Level 13, 140 William Street, Melbourne View Map

Through interactive discussion and hypothetical scenarios, you will improve your understanding of structures such as family discretionary trusts and superannuation funds which need to be considered as part of a succession plan.

You will also receive a refresher on best-practice skills for will drafting.

Presenter: Nathan Yii, Principal, Nathan Yii Lawyers.

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Further Details

  • Main Topics
    • Drafting wills
    • Understanding the significance of ownership structure for assets including discretionary trust-held wealth and superannuation wealth
    • Knowledge and approval
    • Advising on tax and superannuation
    • Advising on asset protection
    • Reviewing a client’s structure and dealing with succession of assets held in personal names, family discretionary trusts and superannuation funds
  • Learning Outcomes

    By attending this session you will:

    • understand the significance of different ownership structures and how to advise your clients about the best structure for their circumstances
    • know what initial questions to ask to create and structure a range of relevant documents
    • walk away with increased confidence in your drafting abilities, in particular, the accuracy and appropriateness of language
    • identify common issues and errors in drafting
    • have a greater understanding of the key cases and trends in this area.
  • Succession Law Sessions overview

    We know there are only two certainties in life: death and taxes. What is uncertain is which ownership structure of assets is best in what circumstances.

    With insider insights, scenario based learning and discussions with your peers, you will equip yourself with the skills and knowledge to think strategically about wealth creation, preservation and transfer to better safeguard your clients’ interests. By the end of this program, you’ll feel empowered to handle higher-level wills and estates matters with authority.

    See an overview of the LIV Academy Series, including all workshop streams.