Live Webinar: Bullet-Proofing Your Estate Plan to Minimise Challenges

 

Date:  Friday 10th May 2019 – Online:
Vic, NSW, Qld, ACT, Tas: 11am to 12.30pm 
SA & NT:  10.30am to 12noon 
WA: 9am to 10.30am 

 ABOUT THE WEBINAR
What steps can an estate planner take to minimise the risk of challenge to the estate post-death? This session considers the use of contractual arrangements to protect the estate plan, including:

  • Ways to manage family provision claims:

    • the use of binding financial agreements - can they prevent a claim?

    • release of family provision claim entitlements - when is this an option?

  • Inter vivos strategies:

    • gifting assets to intended beneficiaries

    • transferring assets into tailored discretionary trust

    • gift and loan back arrangements

  • Mutual wills and option agreements

  • Documenting decisions to exclude a potential beneficiary from the will:

    • do you need an affidavit or statutory declaration?

    • has the testator been advised about consequences and potential risks?

 PRESENTER
Our presenter

Robert Monahan, Principal, Monahan Estate Planning, Sydney

After many years in private partnership and corporate legal environments, in 2014 Robert established Monahan Estate Planning, a boutique practice where Robert and his daughter Julia specialise in Estate Planning, and Wills & Estate Law generally. Robert consults with accountants, financial advisors and other lawyers to deliver estate planning services to their clients.

Since 1998 Robert has been a Law Society Accredited Specialist in the area of Wills and Estate Law. Robert is the General Editor of the Lexis Nexis Estate Planning Service, a regular contributor to the Retirement & Estate Planning Bulletin, and an author of a number of other publications dealing with Estate Planning. In 2018 he authored the chapter on estate planning in “Elder Law – A Guide to Working with Older Australians” published by The Federation Press. In September 2018 the Doyle’s Guide named Robert as a leading Wills & Succession Lawyer in NSW.

 WHO SHOULD ATTEND?

This webinar is suitable for lawyers 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.  Lawyers can claim up to 1.5 CPD units/points – substantive law.  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: RBFMAY19
 Price:   $264.00 (Inclusive of GST)
© 2019 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.