Estate Planning and Administration: Skills and Strategies
Issues covered include: Blended Families and Vulnerable Beneficiaries, Enduring powers of guardianship, Family Provision Act, Business Succession, Property, Beddoe applications, Benjamin orders, Succession, Wills, s45 Administration Act, s92 Trustees Act.
Description
Your clients will expect, and demand, the most up to date information and the latest cutting edge strategies to assist them in minimising risk and providing maximum protection for their assets. Ensure you’re equipped to give them just that by perfecting your estate planning and administration practices, procedures and strategies.
Attend and earn 3 CPD points including:
1 point in Competency Area 2: Professional Skills
2 points in Competency Area 4: Substantive Law
This seminar was recorded in WA on 6 March 2019
Chair: Elizabeth Heenan, Consultant, Culshaw Miller Lawyers; Leading Wills, Estates and Succession Planning Lawyer, Doyle’s Guide 2018
2.00pm to 3.00pm: Practical Estate Planning Strategies for Blended Families and Vulnerable Beneficiaries
- Provision for second spouse
- Estate planning tools to avoid claims
- Superannuation
- Vulnerable beneficiaries: protective trusts and special disability trusts
Presented by Amanda Liston, Director, Clement & Co Lawyers Incorporating Amanda Liston Legal; Leading Wills, Estates and Succession Planning Lawyer, Doyle’s Guide 2018
3.00pm to 4.00pm: The Use of Additional Documents in Estate Planning
- Medical reports
- Enduring powers of guardianship and advance health directives
- Expressions of wishes for family/discretionary trust held assets; deeds of variation of trust or appointment of new/additional trustee
- Statutory declarations as to the reasons for Will provisions which might trigger claims under the Family Provision Act 1972 (WA)
- Business succession agreements, shareholders agreements, unit holders agreements and partnership agreements in relation to business interests of the Will maker held outside of the Will maker’s personal name
- Transfer of land from joint tenants to tenants in common to bring property into the estate
Presented by Margaret Sandford, Senior Consultant Lawyer, M6:8 Legal
4.00pm to 4.15pm Afternoon Tea
Competency Area 2: Professional Skills
4.15pm to 5.15pm: Applications to the Court for Judicial Advice
- Applications for directions and advice by an executor or administrator under s 45 Administration Act and by a trustee of any trust under s 92 Trustees Act
- The general principles that the court follows in providing (or declining to provide) advice and directions
- Why and when advice or directions should be sought
- Beddoe applications
- Benjamin orders
Presented by Matthew Curwood, Barrister, Francis Burt Chambers