CANCELLED: Will Drafting Workshop
Issues covered include: Taking Instructions, Anticipating Disputes,Managing the ‘What If’s
Description
The increase in diversity of assets held by individuals and the entities and structures associated with them means that estate planning has become a holistic exercise which extends beyond the preparation of a will for a client. An appropriately constructed estate plan should have regard to the full circumstances of the client, not only their assets and how they are held, but also to their family dynamic and the potential for disputes.
Attend and earn 3 CPD units in Professional Skills
The Holistic Estate Plan: Taking Instructions, Anticipating Disputes and Managing the ‘What If’s
We will work together to further develop practical skills in the following areas:
Taking effective instructions and anticipating family disputes
- Giving the client what they need, not what they think they want
- Managing the ‘human factor’
Using the ‘what if’ approach to will drafting
- Drafting hotchpot clauses that actually work
- Managing unintended tax consequences
Succession planning for related entities and the intersection with the estate plan
- Positions of conflict post Brine v Carter
- Identifying and managing issues in existing structures which obstruct the estate plan
Workshop facilitators:
Scott Whitla, Partner, McCullough Robertson; Accredited Specialist in Succession Law; Preeminent Wills, Estates & Succession Planning Lawyer and Wills & Estates Litigation Lawyer, Doyle’s Guide 2019
Halie Beaumont, Senior Associate, McCullough Robertson
Paige Edwards, Senior Associate, McCullough Robertson; Accredited Specialist in Succession Law
Venue
Mercure Brisbane
Level 2, 85-87 North Quay
Brisbane 4000
QLD
Australia
Parking Information
Parking is not included in you registration. Here are some options below. Secure Parking at Mercure Hotel offers a discounted daily rate from $36 by validating tickets at Mercure Reception prior to departure. Click here to view rates .
Directions
Nearby Public Transport:Train Stations - Roma Street StationBus Interchange - George Square Bus Station