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Recorded Webinars

Recorded Webinar: Will Drafting Masterclass

All succession lawyers must know how to properly draft a will that meets the needs of your client and minimises future risks. However, will-making is becoming increasingly difficult, with rapidly changing family dynamics, tax considerations and increased risks of family provision
PRESENTED BY Nathan Yii Principal Lawyer, Chartered Tax Advisor and SMSF Specialist Advisor - Nathan Yii Lawyers , Melbourne

Date/Time

About the Webinar

All succession lawyers must know how to properly draft a will that meets the needs of your client and minimises future risks. However, will-making is becoming increasingly difficult, with rapidly changing family dynamics, tax considerations and increased risks of family provision claims. This session assumes you know the will drafting essentials, and instead focuses on some of the more difficult drafting issues that can arise. It covers:

  • Making sure the beneficiaries are correctly defined
  • Drafting the appointment of executors
  • Drafting exclusion clauses to leave beneficiaries out
  • Drafting to avoid income tax, CGT, and duty pitfalls
  • Drafting to minimise exposure to family law and bankruptcy claims on beneficiaries
  • Drafting to preserve means tested pension entitlements for beneficiaries
  • Drafting options for blended families (mutual wills, life interests and rights of occupation)

Presented By

Nathan Yii
Principal Lawyer, Chartered Tax Advisor and SMSF Specialist Advisor, Nathan Yii Lawyers Melbourne, Vic

Nathan Yii is the Principal Lawyer, Chartered Tax Advisor and an accredited SMSF Specialist AdvisorTM of the Melbourne based legal practice, Nathan Yii Lawyers. He is a graduate of Melbourne Law School and holds a Bachelor of Commerce (Accounting), a Bachelor of Laws (Hons) and a Master of Laws. He is a leading structuring and estate planning lawyer, a university lecturer and presenter and is recognised in Doyles’ Guide as a Preeminent Wills, Estates & Succession Planning Lawyer and a Leading Wills & Estates Litigation Lawyer in Victoria in 2021.

Nathan takes a strategic approach to legal practice and focuses on tax-effective solutions, estate planning, asset protection, SMSF compliance and trusts, estates and SMSF disputes. He works with and consults to high net worth individuals, family offices, legal and non-legal professionals and their clients.

Nathan is a regular presenter in his areas of interest and expertise and regularly presents for legal and accounting CPD providers and discussion groups around Australia. He is also an adjunct lecturer and advisory committee board member for the Estate Planning Practice Specialisation in the Master of Laws program at the College of Law.

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.

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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