• 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

Nathan Yii, Principal Lawyer, Chartered Tax Advisor, SMSF Specialist Advisor   

Nathan Yii is the Principal Lawyer, Chartered Tax Advisor and SMSF Specialist Advisor^TM of the Melbourne based practice, Nathan Yii Lawyers and holds a Bachelor of Commerce (Accounting), a Bachelor of Laws (Hons) and a Master of Laws from the University of Melbourne.  Nathan is recognised in Doyles’ Guide as a leading Wills, Estates & Succession Planning Lawyer and Wills & Estates Litigation Lawyer in Victoria and works with and consults to legal and non-legal professionals, high net worth individuals and family offices to achieve one’s structuring and estate planning objectives.

Nathan’s practice focuses on tax-effective structuring and solutions, estate planning, asset protection, SMSF compliance and trusts, estates and SMSF disputes.   He is a regular presenter in his areas of expertise and 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 and also a member of the Education Quality Assurance Board at the Tax Institute.  Nathan was also awarded the Tax Institute’s National Dux Award for CTA3 Advisory and the Justice Graham Hill Scholarship in 2017.

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.