Inheritance and Estate Planning
Issues covered include: inheritance, simple will, testamentary trust will, estate planning, beneficary
Description
Inheritance is a considerable concern in a client’s estate plan, and ensuring that it is protected and goes to the intended party all forms part of your role as adviser. Understand the treatment of inheritances during and after a relationship, prospective inheritances and methods to protect inheritances.
How an Inheritance can be Received by a Beneficiary and the Importance of Estate Planning
- A simple Will v a Testamentary Trust Will
- The benefits of a properly drafted Testamentary Trust Will
- No Testamentary Trust Will? Strategies for beneficiaries once an inheritance has been received
Presented by Adeline Schiralli, Consulting Principal, Keypoint Law
This webinar will be streamed at AEST
Presenters
Adeline is an accomplished estate planning and elder law solicitor with extensive experience developing comprehensive and practical estate plans that suit the individual circumstances of her clients. Prior to joining Keypoint Law as a Consulting Principal, Adeline was a Senior Associate in the Wills and Estates team of a large prominent suburban firm. Adeline holds a Masters of Law (Applied Law) in which she majored in Wills and Estates and is a member of the NSW Law Society’s Elder Law, Capacity & Succession Committee.
Adeline is adept at advising clients on matters including the implementation of wills (particularly sophisticated testamentary trust wills), powers of attorney and enduring guardianships, superannuation death benefit nominations and properly gifting the control of entities (including private companies and/or trusts) to the appropriate person(s) in the event of death and/or incapacity. Adeline can also assist clients in relation to the administration of a deceased persons’ estate and regularly advises clients in relation to retirement village contracts and aged care agreements.
Adeline is passionate about obtaining peace of mind for her clients in relation to their estate planning and elder law needs, and regularly presents seminars to other solicitors, professionals and to members of the public in the area of wills, estates and elder law. Her approach is underpinned by her commitment to achieving peace of mind for her clients in relation to their wills, estate planning and elder law needs. She has a “no-nonsense” style to advising clients in all aspects of wills, estates and elder law and her attention to detail is exemplary. Adeline takes a holistic approach to estate planning and works closely with her client’s other advisors (accountants, financial planners etc.) to best achieve her client’s objectives.
Accreditation
Attend and Earn 1 CPD Hour
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