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 Live Webinar: Ducks in a Row: Aligning Binding Financial Agreements, Binding Death Benefit Nominations and Wills

Date: Wednesday 14th June 2023
Vic, NSW, Qld, ACT, Tas: 1.30pm to 2.30pm
SA & NT:  1.00pm to 2.00pm
WA: 11.30am to 12.30pm

 ABOUT THE WEBINAR
The diversification of assets, the growth of superannuation value and marriage breakdowns and re-partnering have all contributed to complexity in succession planning. With a range of documents and directions potentially applying upon death, practitioners need to plan and draft accordingly to avoid inconsistency and ensure their clients’ intentions are met. This session will provide a guide to drafting complementary arrangements to apply upon death, including:

  • Planning considerations for clients with complex needs and assets – tips for taking a wholistic approach
  • To what extent do the terms of a BFA apply following death of one of the parties?
  • Should a will refer to a BFA or incorporate relevant provisions?
  • Structuring binding death nominations in superannuation trust deeds to align with testamentary and BFA intentions
  • Will a statement of wishes accompanying a will minimise the risk of a dispute?
  • Key issues in updating and periodic review of testamentary intentions and relevant documents
  • Drafting guidance and strategies for consistency and completeness.
 PRESENTER
Live Webinars,Wills and Succession Law,Live Webinar: Ducks in a Row: Aligning Binding Financial Agreements, Binding Death Benefit Nominations and Wills

Patrick Ellwood, Director, Clover Law, Brisbane, Qld

Patrick Ellwood is a lawyer with over a decade of experience assisting high net worth individuals and family business owners.

He is the founder of Clover Law, an Australian law firm specialising in tax structuring, estate planning, superannuation and asset protection.

He is a regular speaker for a range of private and professional bodies and is a published author of a number of legal textbooks.
 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

Registered live webinar delegates will receive a CPD certificate for attendance at this webinar. Lawyers can claim up to 1 CPD unit/point – substantive law. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.
 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


© Television Education Network Pty Ltd 2023

About TEN Webinars:

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.

Technical requirements:

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: LBIJUN23
 Price:   $269.50 (Inclusive of GST)
© 2023 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.
 
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