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Will Drafting Masterclass

Will Drafting Masterclass

Date & TimeTuesday 17 November 2020 & 24 November 2020, 9.30–11.30am
Format Webinar
Price

Member

$360.00

Non-Member

$480.00

CPD Units 4
  • Professional Skills
  • Substantive Law
Venue Online, Digital Delivery View Map

Exclusive LIV Member Early Bird Price:
Register for $288 when you book online by 3 November*

Obtain practical will drafting guidance and strategies from renowned expert Allan Swan and get ahead of the curve to achieve your clients’ estate planning outcomes.

Over two sessions, the masterclass will cover drafting techniques to deal with estate planning issues, such as protecting the assets of a beneficiary with a creditor, financial incapacity, or family law or estate challenge risks. Acquire advanced technical skills to appropriately deal with complexities, such as the interplay between Wills, superannuation and family trusts, as well as drafting issues arising out of taxation considerations.

Further details below.

Program Overview

  • Will Drafting Masterclass Day 1 - Tuesday 17 Nov
    • Day 1 Overview

      Topics include:

      • Recent developments impacting on Will drafting
      • Beneficiary asset protection – creditor & estate challenge
      • Minimising exposure to family law claims on beneficiaries
      • Superannuation & Australian Wills
      • Family trusts & Australian Wills
      • Beneficiary controlled testamentary trusts
      • Income tax concessions & restrictions
  • Will Drafting Masterclass Day 2 - Tuesday 24 Nov
    • Day 2 Overview

      Topics include:

      • Fixed life interests & capital reserved trusts
      • CGT – specific v present entitlement
      • Income tax – deceased estates, life interests & other testamentary trusts
      • Capital gains tax
      • Vulnerable adult family members & means tested pension eligibility
      • Special disability trusts

Further Details

  • Full Description & Webinar Details

    As a wills and estates practitioner, accurately drafting a will that meets your client’s needs, anticipates issues that may arise in the future and minimises them is paramount.

    This masterclass focuses on some of the trickier issues you may come across in your day-to-day practice as you deal with complex wills. Presenter, Allan Swan, Principal of the Estate Planning Equation will guide you through the day, providing practical strategies for dealing with these complex issues and answering any specific questions you may have.

    Materials provided for the session will include a sample Will creating testamentary trusts.

    Registration Information

    Online registrations close 12 hours before this event begins. If you would like to book after online registration has closed, please contact the events team on phone 03 9607 9473 or email register@liv.asn.au.

    Please note: This is a two-part masterclass delivered across two days. Attendance at both sessions is essential. If you are unable to attend one day and would still like to register, you are required to pay the full registration fee.

    *Full Pricing Details

    Standard member Early Bird price: $288
    Standard member price: $360
    Accredited Specialist/CLC/Young Lawyer/Tarwirri member price: $270 (exempt from early bird)
    Non-member price: $480

    Webinar Details

    LIV webinars offer an interactive learning experience – wherever you are, from any device – and are run through Zoom. Register as you would any of our other in-person education and we’ll send you the webinar link and log in details the morning of the event date.

    Please Note: Instructions are sent to the primary email address linked to your LIV account. If you do not receive an email from us, check the contact details in your LIV profile to confirm the correct email. If you have not received instructions from us within an hour of the event, please contact the events team on email register@liv.asn.au or phone 03 9607 9473.

    For additional information on LIV webinars, see our Frequently Asked Questions.

  • Presenter

    Allan Swan, Principal, Estate Planning Equation – Preventative Law

    Throughout his working career, Allan Swan has focused on the legal aspects of Asset and Wealth Management for a diverse range of clients assisting them to achieve their personal objectives in respect of the wealth they own or control. Allan's particular focus is working to pre-empt problems that may occur in the future, whether those problems might be taxation, business risk, family dispute or vulnerability. Allan's role has been first as a legal practitioner and second as a presenter, trainer and author in his fields of practice. Allan Swan works with clients and their accounting, financial advisors and legal practitioners relating to the legal aspects of Asset and Wealth Management.

  • November–March CPD Program


    Make your points count with the LIV

    To maximise flexibility and support you in fulfilling your CPD requirements for the 2020/21 practising year, the LIV have expanded our usual February and March CPD program to begin November 2020.

    Stop, reflect and prepare with Part 1 of the LIV’s concentrated CPD program, from November to December 2020. Propel your practice forward with Part 2, from February to March 2021.

    As with all LIV professional development, this program has been developed in collaboration with LIV committees and industry experts. It features a compelling line-up of high calibre speakers and covers 19 practice areas, all compliance areas and all career stages. Choose from a variety of options and formats to fit your schedule.

    Learn more about the November–March CPD Program.