Close
My Cart (0 items)
Checkout

Login to TEN

Privacy Policy
Privacy Policy
Return
My Cart (0 items)
Checkout
88462
Recorded Webinars

Recorded Webinar: Singling Out Family Members in Estate Planning

No families are the same, and challenging circumstances can impact decisions on estate planning, with parents often feeling the need to treat certain family members differently to others. This session will examine the options and processes for making these decisions and provide a
PRESENTED BY Patrick Ellwood Director - Clover Law , Brisbane

Date/Time

About the Webinar

No families are the same, and challenging circumstances can impact decisions on estate planning, with parents often feeling the need to treat certain family members differently to others. This session will examine the options and processes for making these decisions and provide a guide to estate planner in preparing water-tight arrangements, including:

  • Risks and benefits of specific or special treatment of family members in the estate plan
  • When to use trusts for vulnerable family members and what they need to cover
  • Key considerations for setting up a protective or special disability trust
  • Drafting tips for specific gifts and bequests to family members
  • The consequences of exclusion and how to prepare for the fallout
  • Strategies for avoiding challenges - how effective is a statement of wishes and what form should it take?
  • Should family members be involved at the planning stage and how?
  • Recent cases

Presented By

Patrick Ellwood
Director, Clover Law Brisbane, Qld

Patrick Ellwood is a lawyer with over a decade of experience assisting high net worth individuals and family business owners.

He is the founder of Clover Law, an Australian law firm specialising in tax structuring, estate planning, superannuation and asset protection.

He is a regular speaker for a range of private and professional bodies and is a published author of a number of legal textbooks.

Who Should Attend?

This webinar is suitable for lawyers and accountants 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

Accountants can claim up to 1 CPD/Training hour. 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]

Go to top