Live Webinar: Adjustments and Advances in Wills: Drafting Essentials

 

Date:  Tuesday 19th June 2018 – Online: 
Vic, NSW, Qld, ACT, Tas: 3pm to 5pm  
SA & NT 2.30pm to 4.30pm 
WA 1pm to 3pm

 ABOUT THE WEBINAR
It’s not uncommon for parents to use non-estate assets to provide for some children, but not others. Adjustments in wills may be necessary in order to achieve fairness, but they can be difficult to do. Drafting suitable adjustment clauses is the subject of this session, including:

  • Achieving equality amongst children – how to do it when parents have provided for children in varying amounts using varied means
  • Adjustment provisions in the estate plan if one child is favoured over the other
  • Will adjustment clauses and drafting hot spots:
    • super death benefits paid directly from the fund to a beneficiary
    • family trust loan account balances standing to the credit of a beneficiary
 PRESENTER
Our presenter

Brian Hor, Special Counsel, Townsends Lawyers, Sydney

Brian is an Author and trusted expert on helping people tax-effectively protect their assets and their families, and to securely pass on their wealth to future generations.

For over 26 years he has advised on Tax, CGT, Super, SMSFs, Sophisticated Wills, Testamentary Trusts, Family Trusts, Unit Trusts, Hybrid Trusts, Reviewing Trust Deeds, Family Trust Succession, Asset Protection, Shareholder Agreements and Business Succession Agreements.

In that time he has advised on, designed and implemented estate planning strategies for hundreds of HNW clients, including business people, property investors, doctors, dentists, lawyers, former political leaders, well-known TV personalities, and CEOs of iconic Australian companies.

 WHO SHOULD ATTEND?

This webinar is suitable for succession lawyers – Australia wide. 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 2 CPD [CLE] units/points – substantive law.  This webinar has been designed to run for 2 hours, however, webinar lengths can vary depending on the level of questions and discussion, and the minimum length of the webinar is 1.5 hours.

 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: RBLJUN18
 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.