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Your clients have worked hard to put themselves in the best financial position possible and they’re counting on you to help them stay in that position. But doing so is often far easier said than done. Wills are challenged, superannuation and tax laws change and a client’s personal situation can shift at a moment’s notice. In one info-packed morning you can master the strategies necessary to manage these issues throughout your client’s lifetime and upon death.
Attend and earn 4 CPD points including:
1 point in Competency Area 2: Professional Skills
3 points in Competency Area 4: Substantive Law
This seminar was recorded in WA on 18 September 2018
Chairs: Michael Hodgkins, Partner and Lucy Dickens, Supervising Lawyer, Birman & Ride
Competency Area 2: Professional Skills
9.00am to 10.00am: How to Best Protect the Testamentary Wishes of Your Clients: Taking Instructions and Supervising the Execution of Wills
Presented by David Kirchner, Director, Templar Legal
10.00am to 11.00am: Drafting of Testamentary Trusts in Wills: Advantages And Disadvantages
Presented by Tim Pepper, Consultant, Robertson Hayles Lawyers
11.00am to 11.15am Morning Tea
11.15am to 12.15pm: Managing Assets to Avoid Family Provision Claims Against a Will
Presented by John Butler, Special Counsel & Principal, Butlers Lawyers & Notaries
12.15pm to 1.15pm: Estate Planning Strategies for Superannuation Clients
Due to the complex tax rules applicable for superannuation funds (in particular for funds with members receiving a pension), applying one strategy to all superannuation clients will likely negatively impact the final quantum of the death benefit payable to the member’s estate or intended beneficiaries. In this session you will:
Presented by Yikai Hoe, Director, Provident Lawyers