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Issues covered include: precedents, discretionary trusts, value, asset protection and utility, inter vivos trusts, family trusts, superannuation, life insurance, family succession
There’s no better way to master the intricacies of drafting testamentary trusts than through this interactive workshop. Work through hypothetical scenarios covering real world issues with examples and exercises to sharpen and hone your craft. Identify the key issues and advice to give and then together create the documentation needed to put the plan into place. Have all your questions answered and perfect your practice in this critical area of estate planning.
Attend and earn 3 CPD units including:
2 units in Professional Skills
1 unit in Substantive Law
This seminar was recorded in NSW on 21 March 2019
By the end of the workshop you will have jointly created a comprehensive suite of estate planning materials covering:
Presented by Robert Monahan, Monahan Estate Planning Ltd; Accredited Specialist in Wills and Estates; Leading Wills, Estates & Succession Lawyer, Doyle’s Guide 2018
Testimonials from Robert’s prior Testamentary Trust and Will Drafting Workshops:
“Made a dry topic interesting and it was very useful and thought provoking.”
“Robert was very knowledgeable. I enjoyed his presentation.”
“Great, really worth the money.”
“Excellent, well paced, and informative.”
“Exactly what I wanted covered.”
“Roberts presentation was extremely useful and clear and practical."