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Will Drafting Masterclass

Will Drafting Masterclass

Date & TimeMonday 05 June 2017 8.30am–5.15pm
Format Workshop
Price

Member

$710.00

Non-Member

$830.00

CPD Units 8
  • Professional Skills
Venue LIV Lecture Theatre, 470 Bourke St, Melbourne View Map

Knowing how to draft a will that meets the needs of your client and minimises risk of future problems is an essential part of practising in wills and estates or succession law...

Further details below.

Program Overview

  • Will Drafting Masterclass - Monday 05 Jun
    • 8:30 AM Morning Session

      By attending this masterclass, you will develop the advanced drafting skills you need to achieve your client’s desired outcomes and avoid risks later. 

      Topics will include:

      • drafting to avoid income tax, CGT, land duty and death benefits tax pitfalls
      • drafting to minimise exposure to family law and bankruptcy claims on beneficiaries
      • drafting to preserve capital for a further generation
      • drafting to provide trustee administered income & capital for an adult vulnerable beneficiary
      • drafting to preserve means tested pension entitlements for beneficiaries
      • adjusting for assets in superannuation and family trusts and for wages foregone and lifetime gifts
      • planning for incapacity.
    • 1:00 PM Afternoon Session

      Following on from the morning session, you will review how the changing family landscape has made drafting complex wills more common and find out how to avoid the associated pitfalls. Learn best practice for drafting effective wills for blended families, drafting mutual wills and achieving the aims of the client no matter how complicated their requirements.

      Topics will include:

      • planning considerations when drafting complex estate planning documents including wills for blended families
      • drafting options for blended families, including life interests, rights of occupation and superannuation pensions
      • drafting issues for existing trusts, including forward income and capital resolutions and provisional deeds of vesting
      • drafting for companies with retained profits
      • drafting for life insurance, superannuation and compensation payments
      • extent of relevance of binding financial agreements and mutual wills.

Further Details

  • Full Description

    Knowing how to draft a will that meets the needs of your client and minimises risk of future problems is an essential part of practising in wills and estates or succession law. Even as an advanced practitioner, there are many issues you may come across in your day-to-day practice that are unfamiliar due to updates in legislation or the unique circumstances of your client. Learn practical strategies from renowned expert Allan Swan, author of the CCH Service Australian Estate Planning, and get answers to specific questions you may have.

  • Presenter

    Allan Swan, Estate Planning Equation – Preventative Law

  • Learning Outcomes

    At the end of the morning session, you will know how to:

    • draft to avoid income tax, CGT, land duty and death benefits tax pitfalls
    • draft to minimise exposure to family law and bankruptcy claims on beneficiaries
    • draft to preserve capital for a further generation
    • draft to provide trustee administered income and capital for an adult vulnerable beneficiary
    • draft to preserve means tested pension entitlements for beneficiaries
    • adjust for assets in superannuation and family trusts and for wages foregone and lifetime gifts
    • plan for incapacity.

    At the end of the afternoon session, you will know how to:

    • identify considerations when drafting complex estate planning documents including wills for blended families
    • draft wills for blended families, including life interests, rights of occupation and superannuation pensions
    • identify drafting issues for existing trusts, including forward income and capital resolutions and provisional deeds of vesting
    • draft for companies with retained profits
    • draft for life insurance, superannuation and compensation payments
    • understand the extent of relevance of binding financial agreements and mutual wills.