Recorded Webinar: Adjustments and Advances in Wills: Drafting Essentials


19th June 2018

Duration:  approx. 2 hours

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
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.


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.

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:
Product Code: WBLJUN18
 Price:  $253.00 (Inclusive of GST)
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