Interactive Will Drafting and Trusts Workshop
WEB213W25: Modern will drafting is complex, reflecting the complex world our clients inhabit. Modern estate planning is a holistic exercise that centres on the will but branches out into many other areas including trusts. In this workshop you will explore how to maximise the potency of different types of trusts. Learn various modern estate planning strategies and test them using real world examples. Discover why strategies used in the past may now be obsolete.
Description
Attend and earn 3 CPD points including:
1.5 CPD points in Competency Area 2: Professional Skills
1.5 CPD points in Competency Area 4: Substantive Law
This program is applicable to practitioners from all States & Territories
In this interactive workshop you will delve deep into will drafting and testamentary trusts.
- Learn how and when to use different types of Testamentary Trusts including:
- Broad discretionary trusts
- Specific property use trusts
- Superannuation fund proceeds trusts
- Protective trusts
- Investigate why various trusts are (or should be) created and how to customise them and the Will, for maximum potency
- Determine the interplay between existing Discretionary Family Trusts and estate planning with a particular focus on modern blended families and the special challenges they create
- Test these new strategies and documents against real world examples
Presented by Morgan Solomon, Director, Solomon Hollett Lawyers; author, Practical Guides on Non Contentious Probate, Administration and Wills in WA, Lexis Nexis; Leading Wills, Estates & Succession Planning Lawyer and Leading Wills & Estates Litigation Lawyer, Doyle’s Guide 2020
Presenters
Morgan Solomon is a well-established lawyer with many years' experience in commercial, business, wills and estates and estate litigation. He has particular interest in wills, contested estates, contentious probate and administration matters. His will drafting is informed by a very broad range of commercial, business and litigation law experience. In recent years Morgan has held the positions of Vice Chair and then Chairman of the prestigious Law Australasia group of leading independent law firms across Australia. Morgan is Chair of the Perth Theatre Trust, a Founding Member of the WA Chamber of Culture and the Arts, and is also Board Member of the Prostate Cancer Foundation WA.
Testimonials
“Excellent technical continuity”
“Excellent presentation”
“Very professional and engaging”