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Recorded Webinars

Recorded Webinar: Creative Estate Planning Solutions for Blended and Subsequent Families

Estate planning for blended families comes with additional complexities, particularly when navigating significant age gaps between spouses or children from former relationships. It is unsurprising therefore that many contested estate claims occur in the context of blended families
PRESENTED BY Justine Taylor Principal Director - Uther Webster & Evans , Sydney

Date/Time

About the Webinar

Estate planning for blended families comes with additional complexities, particularly when navigating significant age gaps between spouses or children from former relationships. It is unsurprising therefore that many contested estate claims occur in the context of blended families when the life stages and needs of family members from different families of the testator differ. To help manage competing beneficiary interests in the estate plan of blended families, this session examines:

  • Common strategies within blended families and the advantages, disadvantages and issues that can arise with each, including mirror wills, mutual wills, and life interests
  • How to determine what is adequate and proper provision to each beneficiary, depending on their needs and relationship with the will-maker and beneficiary, along with the size of the estate
  • Potential alternative strategies including life insurance, use of superannuation proceeds, child pension and trusts to fund lifestyle, property, education for younger children etc
  • How to ensure the second spouse is looked after when of similar age to adult children
  • Lessons from recent cases
  • Practical examples

Presented By

Justine Taylor
Principal Director, Uther Webster & Evans Sydney, NSW

Justine joined Uther Webster & Evans in 2004, and holds a Bachelor of Laws (First Class Honours) and Bachelor of Psychology.

Justine became a Partner of Uther Webster & Evans in 2015, and is now a Principal Director.

Justine’s primary practice and passion is in the area of estate planning and estate litigation, including complex wills, probate, contested estate litigation, protective list applications, general equity, estoppel and trusts. Justine also has a strong background in general practice including, crime, commercial and corporate litigation. Justine is also a member of STEP.

Since 2016, Justine has been listed by Doyles as a Recommended and Leading Wills & Estates Litigation Lawyer (NSW).

Who Should Attend?

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.

CPD Information

Accountants can claim up to 1 CPD hour. 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.

WA lawyers – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

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: [email protected]

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