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Recorded Webinars

Recorded Webinar: Forever in Your Debt - Will Provisions for Post-Death Financial Management

Older people are dying with a more complicated financial position than ever before, often as a result of increasing costs of living for themselves and their children. This session will provide advice on will drafting to take into account loans and debts, including:

Date/Time

About the Webinar

Older people are dying with a more complicated financial position than ever before, often as a result of increasing costs of living for themselves and their children. This session will provide advice on will drafting to take into account loans and debts, including:

  • A review of the law on payment of debts following death – what assets are available to debtors?
  • Drafting clauses for payment of debts from:
  • Life insurance proceeds
  • Superannuation
  • Other assets
  • Equalising bequests in the event of:
  • loans to a child
  • mortgage or charge on assets
  • Directions to executors for:
  • Loan collection or treatment
  • Offsetting entitlements
  • Recouping monies owed
  • Settling debts
  • Forgiving debts
  • Updating wills to meet financial and regulatory changes.

Presented By

Daniela Pavlovic
Principal, Harwood Andrews Melbourne, Vic

Daniela is a Principal Lawyer in Harwood Andrews' wills and estates law practice area.

Daniela’s extensive experience allows her to advise clients about the importance of proper succession planning. She assists clients in preparing wills and powers of attorney, including complex wills such as testamentary trusts.

Daniela is experienced in all aspects of estate administration.  Through the personal experience of dealing with the loss of a close family member, she understands the difficulties families face during this time and approaches each client with sensitivity and careful guidance.

Her interest in corporate governance has resulted in Daniela having been a director on the board of Barwon Health, the largest regional health service in Victoria, as well as Barwon Youth, a not-for-profit agency that provided specialist youth services to disadvantaged young people in the Geelong region.

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 .

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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