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Individual Podcasts

Estate Planning & Family Law – It Pays to Plan Ahead

  High net worth families in general, and blended families in particular, commonly adopt estate planning strategies and structures with the aim of balancing the needs and circumstances of a range of potential family beneficiaries. Such estate planning arrangements can have a sign

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About the Podcast

 

High net worth families in general, and blended families in particular, commonly adopt estate planning strategies and structures with the aim of balancing the needs and circumstances of a range of potential family beneficiaries. Such estate planning arrangements can have a significant impact on the outcome of negotiations, and litigation, of family law property settlements and financial agreements. In this program, Nathan Yii, from Nathan Yii Lawyers in Melbourne, outlines the common estate planning arrangements that can be encountered, and through a case study when and why they have, or could be, adopted.

Featuring: Nathan Yii, Nathan Yii Lawyers, Melbourne

[39 minutes] [0.65 CPD hours]

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.

CPD Information

0.65 CPD Hours

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