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e-books & papers

Will Drafting and Administering the Estate e-book

Protecting Those Who Need It Most: Testamentary Trusts for Vulnerable Beneficiaries The care and maintenance of vulnerable family members following the death of a parent or carer can be a

Date

15-03-2022

About the eBook

  • Protecting Those Who Need It Most: Testamentary Trusts for Vulnerable Beneficiaries
    • The care and maintenance of vulnerable family members following the death of a parent or carer can be a significant source of concern. This session will explore the option of establishing a testamentary trust for the vulnerable and what needs to be in the trust deed
  • Tax Bombs in the Will
    • Many clients may be unaware that they are leaving a tax bomb in their will. This practical session examines some of the key tax issues to navigate when structuring a client’s succession plan.
  • Drafting Powers of Attorney – Getting the Tricky Clauses Right
    • There are many challenges in drafting a power of attorney. The consequences of poor drafting may be significant and fixing things later may not be an option. This session takes you through the best practice requirements in effective drafting of powers of attorney.
  • Family Provision Claims: Lessons from the Frontline
    • This session considers recent developments in family provision claims across different jurisdictions and the lessons practitioners can learn from recent cases.
  • When the Attorney Goes Rogue - Remedies Against Errant Attorneys
    • When an attorney does the wrong thing what are your options? What precautionary steps should be taken prior to this risk occurring? This session looks at the main issues.
  • Complicated Probate Proceedings – Some Complex Scenarios Explained
    • This session examines some complicated probate matters and how to deal with them from a practical procedural perspective.

The Faculty

Danny Adno, Partner, Holman Webb Lawyers, Sydney, NSW

Paul Evans, Partner, Makinson d'Apice Lawyers, Sydney, NSW

Darryl Browne, Principal, Browne Linkenbagh Legal Services, Leura, NSW

Monica Ross-Maranik, Consulting Principal, Keypoint Law, Sydney, NSW

Anthea Kennedy, Partner, Bridges Lawyers, Sydney, NSW

John Armfield, Barrister, Wentworth Chambers, Sydney, NSW

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Customer Service Officer, Natasha De Paola on (03) 8601 7721 or email: [email protected]

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