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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 Conference Room, Level 13, 140 William Street, Melbourne View Map

Learn practical will drafting strategies from renowned expert Allan Swan, author of the CCH Service Australian Estate Planning. You will acquire and apply the advanced drafting skills you require in daily practice to proactively address risks and achieve your client’s desired estate planning outcomes.

Further details below.

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Terms & Conditions

Program Overview

  • Will Drafting Masterclass - Tuesday 27 Aug
    • 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 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.
    • 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 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.
    • 4:10 PM Closing Remarks and Workshop Close

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.

    Morning Session

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

  • 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