Live Webinar: Financial Agreements and their Impact on Estate Planning

 

Date:  Monday 3rd September 2018 – Online:
Vic, NSW, Qld, ACT, Tas: 3pm to 4.30pm  
SA & NT 2.30pm to 4pm 
WA 1pm to 2.30pm

 ABOUT THE WEBINAR
Can you protect your estate from a family provision claim by entering into a financial agreement? Financial agreements under the Family Law Act can be entered into to protect the financial interests of children from a previous relationship. Having one that clearly separates the assets brought into the relationship or any inheritances along the way, may save heartache down the track. This session will cover:

  • Protecting wealth from litigation - strategies and solutions 
  • Can you have a financial agreement for a single asset? Is it worthwhile?
  • Blended families and financial agreements - pros and cons
  • Financial agreements in estate planning - what is their place?
  • Financial agreements and family provision claims - what trumps what?
 PRESENTER
Our presenter

Robert Monahan, Principal, Monahan Estate Planning, Sydney

Robert Monahan was admitted to practice as a Solicitor in 1976. Robert has been accredited by the Law Society of New South Wales since 1998 as an accredited specialist in the area of Wills & Estate Law.

Robert has extensive experience in both private legal practice and in the financial services industry.

Robert is a regular speaker on Estate Planning at seminars for Lawyers, Accountants and Financial Advisors. His first book on Estate Planning was published in 2005 and he is currently involved in a number of publications dealing with estate planning.

 WHO SHOULD ATTEND?

This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

 CPD CERTIFICATE

Live webinar delegates will receive a CPD certificate for attendance at this webinar.  Accountants can claim up to 1.5 CPD/Training hours.  This webinar has been designed to run for 1.5 hours, however, webinar lengths can vary depending on the level of questions and discussion, and the minimum length of the webinar is 1 hour.

 ENQUIRIES/ASSISTANCE
If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: lisa@tved.net.au

Attending a TEN webinar couldn’t be easier. Basically it’s just like attending a seminar except that you don’t have to leave the comfort of your office or home. You just need to be available at the appointed date and time with your computer and internet connection.

Once you’ve registered for the webinar, we send you a link so that you can login to the webinar from your computer. The speaker delivers the session from their computer in real time. Just like a live seminar, you can ask questions of the speaker. You simply type your question into the question box and the speaker responds to it during question time.
At the end of the webinar session we send you a certificate to confirm your attendance and the number of CPD hours you earned.

You will need a computer with sound, an internet connection and earphones if you need to participate in the webinar in an open office environment (so you don’t disrupt those around you).

Product Code: RBASEP18
 Price:   $253.00 (Inclusive of GST)
© 2018 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.