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Individual Podcasts

Charitable Bequests: Relying on Good Drafting instead of Faith and Hope

Testamentary gifts play an important role in the ongoing success, and even existence, of many charities. Indeed, recent studies indicate that charitable bequests now account for around 20 percent of the fundraising income of Australian charities. In order to allow charities to ben
PRESENTED BY Ines Kallweit Principal - KHQ Lawyers , Melbourne

Date/Time

About the Podcast

Testamentary gifts play an important role in the ongoing success, and even existence, of many charities. Indeed, recent studies indicate that charitable bequests now account for around 20 percent of the fundraising income of Australian charities. In order to allow charities to benefit fully from the generosity of a testator and avoid unnecessary litigation or unforeseen tax liabilities, charitable gifts must be drafted carefully. This session focuses on the historical and current treatment of bequests by the courts and provides practical guidance to ensure best practice standards can be met when it comes to drafting bequests.

Featuring: Ines Kallweit, KHQ Lawyers, Melbourne, Vic.

32 minutes / 0.5 CPD units

Presented By

Ines Kallweit
Principal, KHQ Lawyers Melbourne, VIC

Ines Kallweit leads the Wills & Estates team at KHQ Lawyers. She is an Accredited Specialist in Wills & Estates (with the Law Institute of Victoria) and a member of the Society of Trust and Estates Practitioners. Ines is also a notary public.

Ines’ practice ranges from estate planning, the preparation of Wills and Powers of Attorney to complex estate administration and estate litigation. Her broad knowledge in this area and solutions-focused approach allows her to assist clients with the preparation of comprehensive estate plans and the administration of complex estates. Her estate litigation work involves both defending estates and representing individuals in resolution of disputes involving Wills, property, estate and guardianship matters.

 

Ines also has a keen interest in promoting legal education. She has a Master of Teaching and is an adjunct lecturer at the College of Law. She speaks for various professional development providers including the Law Institute of Victoria, Leo Cussen Institute and Television Education Network. Ines is a native German speaker.

Ines is widely regarded as one of the country’s leading practitioners in this area of law and has been recognised as a preeminent Wills & Estates Litigation Lawyer for Victoria in Doyles Guide for ten consecutive years (2015-2025).

CPD Information

0.53 CPD Hours

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