Almost all parents these days aim to treat their children equally under their Wills. However, providing for equality in distribution of assets in a Will does not necessarily mean that the outcome is equitable. In this program, Steve Grant, from Merthyr Law in Brisbane, looks at the challenges that can arise, and the role of estate planners and advisers in achieving equalisation in estates, and the issues that need to be raised with clients and taken into account in an estate plan to ensure that equalisation is achieved.
[27.34 minutes] [0.45 CPD units]
When Steve is not competing in the Noosa Triathlon or swimming to Rottnest Island, he is one of the Directors of Merthyr Law.
Steve Grant practises in estate planning, being an Independent Trustee | Public Speaker | Board Member | Family Business Advisor | School Rugby Coach.
His 40 years of experience working in a legal office can assist families through tricky succession and governance issues.
0.01 CPD Hours