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104387
Individual Podcasts

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

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 acc

Date/Time

About the Podcast

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.

Presented By

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.

CPD Information

0.4 CPD units

Enquiries/Assistance

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