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Recorded Webinars

Recorded Webinar: Playing Fair: Effective Equalisation Provisions in Wills

The intention to ensure beneficiaries share equally in the estate is very common, but this needs to be supported by clear and precise drafting. This session will take a deep-dive into drafting equalisation clauses and other mechanisms to achieve the desired result of fairness in o

Date/Time

About the Webinar

The intention to ensure beneficiaries share equally in the estate is very common, but this needs to be supported by clear and precise drafting. This session will take a deep-dive into drafting equalisation clauses and other mechanisms to achieve the desired result of fairness in outcome, including:

  • What does equalisation in the estate really mean?
  • Strategies for achieving equalisation through structuring and drafting of testamentary documents
  • Forethought and forecasting in the drafting process
  • Factoring in tax, duty and other impacts
  • Managing risks from asset value changes and other developments between original drafting and death
  • Relevant cases and examples

Presented By

Greg Russo
Principal, Greg Russo Law Melbourne, Vic

Greg Russo has almost 30 years’ experience in succession planning, administration and litigation and is one of Victoria’s most experienced and respected succession law solicitors.

With a background in pure mathematics, Greg not only understands the implications of planning decisions on future taxation, SMSF, trust and estate administration, he is also able to break down complex concepts and structures logically and explain options to clients in a way that empowers them to take positive action and ownership for their decisions.

Using the knowledge and insights that he has acquired over three decades, he crafts unique solutions to complex succession problems.

Greg teaches both mathematics and law, regularly presents CPD succession events to solicitors, accountants and other professionals in Victoria, Queensland, and online. He has also presented professional development events for health professionals in Cambodia and Vietnam.

Greg is an LIV Wills & Estates Accredited Specialist, a chairperson of the LIV Specialist Accreditation Education Advisory Committee, a board member of the Mount Eliza Community Bank, a member of STEP, and is recognised in Doyle’s Guide, in Victoria, as a Leading Wills and Estates Litigation Lawyer and a Leading Wills, Estates and Succession Planning Lawyer.

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 Information

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.

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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