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Video: LIV CPD 2020 – Breakfast with the Experts – Drafting Complex Clauses for Wills

Video: LIV CPD 2020 – Breakfast with the Experts – Drafting Complex Clauses for Wills

Format Education Product





CPD Units 1.25
  • Substantive Law
Venue View Map

Recorded: 17 August 2020 | Run Time: 1:19:16

This video focuses on bespoke clauses and precedent structures for wills. You will learn practical considerations to be aware of, how to structure clauses to best meet your client's needs and will takeaway helpful precedents that you can implement. 

Further Details

  • Further Details

    In this video, Allan Swan (principal of the Estate Planning Equation) works through a series of complex issues in will drafting and sample clauses to address them.

  • Presenters

    Allan Swan, Principal, Estate Planning Equation – Preventative Law

    Allan Swan works with private clients (and their accountants), financial advisors and legal practitioners relating to the legal aspects of the following areas of preventative law:

    • asset protection and deceased estate taxation
    • dispute prevention and estate planning
    • preventative law strategy, special disability and protective trusts
    • structuring and superannuation
    • tax considerations, testamentary and family trusts

    Allan also provides practitioner training and speaking services in the above areas, is an adjunct lecturer in the College of Law’s applied law master’s program. He is also an instructor for the Leo Cussen Centre for Law, the Law Institute of Victoria, CPA Australia and other professional bodies. Allan is accredited as a STEP Trust and Estate Practitioner.

  • Professional Development

    The Law Institute of Victoria's professional development program does more than just satisfy your compliance requirements for the CPD year, it provides you with quality and contemporary learning opportunities and practical solutions that you can apply to improve outcomes for your clients and support your practice for years to come.

    Learn more:

    Compliance requirements

    Upcoming CPD schedule

    Additional recorded webinars, events, training and online videos