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Recorded Webinars

Recorded Webinar: Playing Fair: Effective Equalisation Provisions in Wills

The intention to ensure beneficiaries share equally in the estate is very common, but this needs to be supported by clear and precise drafting. This session will take a deep-dive into drafting equalisation clauses and other mechanisms to achieve the desired result of fairness in o
PRESENTED BY Greg Russo Principal - Greg Russo Law , Melbourne

Date/Time

About the Webinar

The intention to ensure beneficiaries share equally in the estate is very common, but this needs to be supported by clear and precise drafting. This session will take a deep-dive into drafting equalisation clauses and other mechanisms to achieve the desired result of fairness in outcome, including:

  • What does equalisation in the estate really mean?
  • Strategies for achieving equalisation through structuring and drafting of testamentary documents
  • Forethought and forecasting in the drafting process
  • Factoring in tax, duty and other impacts
  • Managing risks from asset value changes and other developments between original drafting and death
  • Relevant cases and examples

Presented By

Greg Russo
Principal, Greg Russo Law Melbourne, Vic

With over 30 years experience in succession law Greg Russo is one of Victoria’s most experienced and respected succession law experts.

With a background in pure mathematics, Greg understands the implications of any decisions for taxation and self-managed super funds. He breaks down complex situations logically to explain options in a way that empowers his clients to take positive decisions.

His strengths lie in crafting unique solutions to complex problems with valuable insights and perspectives.

Greg has lectured in both mathematics and law, and brings both intellect and wisdom to the table.

Greg Russo is an LIV Wills & Estates Accredited Specialist, a member of the LIV Specialist Accreditation Education Advisory Committee, the LIV Wills & Estates Advisory Committee and a member of STEP, the global professional association for those advising families across generations.

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.

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 – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.

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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