Live Webinar: The Best Laid Plans: Estate Planning and the Family Court


Date: Monday 19th October 2020
Vic, NSW, ACT, Tas: 12noon to 1pm
Qld: 11am to 12noon
SA:  11.30am to 12.30pm
NT:  10.30am to 11.30am
WA: 9am to 10am

Despite best intentions, the estate plan can fall apart when relationships break down and the Family Court becomes involved. This session will look at options for protecting the family assets from claims and how the Family Court is increasingly looking at the use of extended family arrangements to keep assets protected in the event of a relationship breakdown, including:

  • The use of Binding Financial Agreements (BFA) to pre-empt claims. How effective are these, when should they be used and what should be included? Can a BFA prevent a family provision claim?
  • Family and testamentary trusts – Family Court scrutiny and court orders, assessing “effective control” and other aspects
  • Loans from parents to child – structuring for maximum protection in the event of separation
  • Holding property – the benefits of joint tenancy
  • Binding Death Nominations – drafting for changing circumstances
  • Re-visiting the Will following a separation in the family
  • The use of a deed of release in property settlements to prevent estate claims down track
  • Where one party dies prior to a property settlement, what happens to their estate? What if the party dies intestate?
  • Case law update
Live Webinars,Estate planning and Wills,Live Webinar: The Best Laid Plans: Estate Planning and the Family Court

Malcolm Gittoes-Caesar, Principal/ Director, Coleman Greig Lawyers, Sydney

Malcolm Gittoes-Caesar currently heads Coleman Greig's Family Law Team, and is both an Accredited Specialist in Family Law, and an Accredited Family Law Mediator and Arbitrator. With over 20 years of experience, Malcolm has a breadth of practical knowledge across a wide range of family-related matters.

Malcolm has lectured as a casual academic at The University of Sydney and Western Sydney University, is a regular provider of Continuing Legal Education (CLE) to the Legal Profession on a number of different topics, and recently appeared on SBS' Insight program where he was able to provide his thoughts on Binding Financial Agreements. In addition, he provides pro bono legal advice to both the South West Sydney Legal Centre, and women who utilise The Sanctuary, a women’s shelter in The Sydney Hills district.

Malcolm was a Finalist in the 2017 and winner of the 2019 Partner of the Year Awards (Family Law), as well as the Australian Law Awards - Partner of the Year, and is the current Vice President of the Greater West Family Law Practitioners Association Inc.


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.


Registered live webinar delegates will receive a CPD certificate for attendance at this webinar.  Accountants can claim up to 1 CPD/Training hour.  Lawyers can claim up to 1 CPD units/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.

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:

© Television Education Network Pty Ltd 2020

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: RBJOCT20
 Price:   $264.00 (Inclusive of GST)
© 2020 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.