Recorded Webinar: Bullet-Proofing Your Estate Plan to Minimise Challenges

What steps can an estate planner take to minimise the risk of challenge to the estate post-death? This session considers the use of contractual arrangements to protect the estate plan, including:

• Ways to manage family provision claims:

  • the use of binding financial agreements - can they prevent a claim?

  • release of family provision claim entitlements - when is this an option?

• Inter vivos strategies:

  • gifting assets to intended beneficiaries

  • transferring assets into tailored discretionary trust

  • gift and loan back arrangements

• Mutual wills and option agreements

• Documenting decisions to exclude a potential beneficiary from the will:

  • do you need an affidavit or statutory declaration?

  • has the testator been advised about consequences and potential risks?