Close
My Cart (0 items)

Login to TEN

Privacy Policy
Return
My Cart (0 items)
83623
Recorded Webinars

Recorded Webinar: Estate Planning for Family Lawyers: Meeting at the Crossroads

Family law practitioners are not just a litigator and dispute resolution specialist. They also need to help manage risks to prevent family law headaches in the future. This session examines the intersect between estate planning and family law and how to best manage future risks,

Date/Time

About the Webinar

Family law practitioners are not just a litigator and dispute resolution specialist. They also need to help manage risks to prevent family law headaches in the future. This session examines the intersect between estate planning and family law and how to best manage future risks, including:

  • Understanding how a client owns assets and how they will be treated:
    • assets in discretionary trusts
    • super funds
    • jointly owned property
    • assets in personal name subject to loans
  • Identifying and balancing the needs of competing beneficiaries
  • Choice of executors
  • The role of powers of attorney
  • Use of testamentary trusts in estate planning – what does a family lawyer need to know?
  • Relevance of financial agreements in family provision claims
  • Lessons from recent cases
  • Case study: Estate planning for blended families

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.

Who Should Attend?

This webinar is suitable for lawyers practising in family law – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

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]

Go to top