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Will Drafting Masterclass

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Will Drafting Masterclass

Date & TimeTBC
Format Workshop
Price

Member

$630.00

Non-Member

$750.00

CPD Units 6
  • Professional Skills
Venue LIV, Level 13, 140 William Street, Melbourne View Map

Exclusive LIV Member Offer: Early Bird Discount
Book online by February 12 and receive 20% off the member price*

In this full-day workshop, renowned expert and author Allan Swan shares practical will drafting advice for you to apply to improve estate planning outcomes for your clients.

Further details below.

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Terms & Conditions

Program Overview

  • Will Drafting Masterclass - Friday 28 Feb
    • 8:30 AM Registration
    • 8:55 AM Opening and Welcome
    • 9:00 AM Morning Session


      Part 1: 9.00am–10.30am
      Morning Break: 10.30–10.45am

      Part 2: 10.45am–12.15pm

      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.

      Topics covered 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.

      Presenter: Allan Swan, Principal, Estate Planning Equation – Preventative Law

      Compliance Area: Professional Skills

    • 12:15 PM Lunch
    • 1:00 PM Afternoon Session

      Part 1: 1.00–2.30pm
      Afternoon Break: 2.30–2.45pm

      Part 2: 2.45–4.15pm

      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 covered 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.

      Presenter: Allan Swan, Principal, Estate Planning Equation – Preventative Law

      Compliance Area: Professional Skills

    • 4:15 PM Close

Further Details

  • Full Description


    *Exempt from the Early Bird offer are CLC members. The registration fee for this membership category is $472.50.

    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.

    Morning Session

    Develop the advanced drafting skills you need to achieve your client’s desired outcomes and avoid potential risks. 

    Topics covered 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.

    Afternoon Session

    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 covered 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.
  • 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.

  • Feb-March 2020 CPD Program


    Make your points count with the LIV.

    Developed in collaboration with industry experts, the all new CPD program covers 19 practice areas, all areas of Accredited Specialisation, all compulsory compliance areas and all career stages. Choose from a variety of options and formats to fit your busy schedule.

    Click here to learn more about our 2020 CPD program.

    Click here to view additional professional development focused on Succession & Elder Law.