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Recorded Webinars
Recorded Webinar: Structuring Estate Plans to Avoid Family Provision Claims
As part of estate planning, careful consideration needs to be given regarding potentially aggrieved family members who may come out of the woodwork and make a family provision claim against the estate. This session looks at the key preventative strategies to consider, including:
PRESENTED BY
Brian Hor
Wills & Estate Planning Lawyer -
Date/Time
About the Webinar
As part of estate planning, careful consideration needs to be given regarding potentially aggrieved family members who may come out of the woodwork and make a family provision claim against the estate. This session looks at the key preventative strategies to consider, including:
- Understanding family provision claims – an overview
- Prevention strategies as part of estate plan:
- own property as joint tenants
- own property in a family trust
- ownership of life insurance policies
- binding nominations for super
- pre-death distributions
- When will deliberate structuring be caught by notional estate rules?
- Incorporate a special provisions trust in will
- Developing an equity transfer strategy
- Understanding risks in giving a nominal amount in will
- Use of testamentary trusts
- Case study – a family provision risk prevention check list
Presented By
Brian Hor
Wills & Estate Planning Lawyer,Who Should Attend?
This webinar is suitable for lawyers throughout Australia who advise in estate planning matters. 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 – From April 1 st 2021, due to the new requirements we are unable to verify your completion of recorded webinars to the Legal Practice Board of WA.
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]