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Will Drafting Masterclass (2-part program)

Will Drafting Masterclass (2-part program)

Date & TimeTuesday 16 November 2021 9.30–11.30am
& 23 November 2021, 9.30–11.30am
Format Webinar
Price

Member

$384.00

Non-Member

$480.00

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

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 16 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
      • Non-resident executors and beneficiaries
  • Will Drafting Masterclass Day 2 - Tuesday 23 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
      • Excepted trust income
      • Capital gains tax exemptions
      • Vulnerable adult family members & means tested pension eligibility
      • Special disability trusts

Further Details

  • Full Description & Presenter

    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 program, providing practical strategies for dealing with these complex issues and answering any specific questions you may have.

    Materials provided for the session will include sample Wills creating testamentary and protective trusts.

    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. Places are limited.

    Presenter

    Allan Swan, Principal of the Estate Planning Equation

    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.

  • Registration, Pricing & Webinar Information

    Registration Information

    Online registration closes 12 hours before the first webinar begins. If you would like to book after online registration has closed, please contact the events team on 03 9607 9473 or register@liv.asn.au.

    Full Pricing Details

    Standard member price: $384
    Accredited Specialist/Young Lawyer/CLC/Tarwirri member price: $336
    Non-member price: $480

    Not yet a member? Join the LIV and save on continuing professional development, training and events. Members also have access to exclusive resources, practice support services and discounts from our partners. Click here to learn more about membership or call 03 9607 9470 to join now.

    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 at register@liv.asn.au or 03 9607 9473.

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

  • November–March CPD Program

    Get a head start on your compliance requirements

    To maximise flexibility and support you in fulfilling your compliance requirements, the LIV has again expanded its usual concentrated CPD program to begin November 2021.

    Part 1: November to December 2021

    Stop, reflect and prepare with Part 1 of the LIV’s CPD program. Consisting of 15 high-quality sessions, Part 1 covers 10 practice areas and all career stages. Browse the Part 1 schedule.

    Part 2: February to March 2022

    Propel your practice forward with Part 2. This includes the LIV’s established CPD intensives and conferences, as well as shorter seminars and workshops.

    Make your points count

    As with all LIV professional development, this program has been developed in collaboration with LIV committees and industry experts. No matter your experience, location or area of expertise there is something in this program for everyone. Choose from a variety of options and formats to fit your schedule. Exclusive discounts available to LIV members.

    Learn more about the November–March CPD Program.