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Recorded Webinars
Recorded Webinar: Guarding against Claims on the Estate: A Primer for Succession Lawyers (WA)
It is possible to take practical steps to limit the risk of successful claims made on your estate. This session looks at what they are, including: Knowing who can make a claim and on what grounds Family provision claims – main legal principles
PRESENTED BY
John Butler
Director, Butlers
Date/Time
About the Webinar
It is possible to take practical steps to limit the risk of successful claims made on your estate. This session looks at what they are, including:
- Knowing who can make a claim and on what grounds
- Family provision claims – main legal principles explained
- Strategies to protect your estate:
- Owning property as joint tenants
- Using a family trust
- Ownership of life insurance policies
- Binding nominations for superannuation
- Transfers before death
- Special provision trusts in will
- Drafting a separate sworn statement from testator – will this help?
- Dealing with evidence to deal with claims in the estate
- Will nominal gifts overcome the problems?
- Case study – will drafting essentials to minimize risk
Presented By
John Butler
Director, ButlersWho Should Attend?
This webinar is suitable for WA succession lawyers. 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 1/4/2021, due to changes to your CPD 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]