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 Recorded Webinar: Preventing Family Fall Out at the Will Preparation Stage

Recorded: 27th May 2021
Duration: 65 minutes

 ABOUT THE WEBINAR
Where there’s a will there’s a family, and it’s at the will preparation stage that a testator needs to carefully consider how they want their assets to be distributed as well as how their wishes may be received by the family. This session will provide practitioners with drafting skills to pre-empt as far as possible challenges to their client’s wishes, including consideration of:

  • Protecting special needs children – is a trust the answer?
  • The stay at home child – will the house be sold from under him?
  • Estranged family members – the importance of evidence for exclusion from the inheritance, case study: Reg Grundy’s will challenge
  • Arrangements in the event of marriage breakdowns
  • Protecting gifts to charities from challenges
  • Are inter vivos gifts sufficient to preclude a successful challenge? The Bob Hawke case
  • Family agreements and other strategies for heading off claims.
 PRESENTER
Recorded Webinars,Wills and Succession Law,Recorded Webinar: Preventing Family Fall Out at the Will Preparation Stage

Max Williams, Senior Associate, De Groots Wills & Estates Lawyers, Sydney

Max is an Accredited Specialist in Wills and Estates Law (NSW) and also holds a Master of Laws in this area. He has a high level of experience in drafting wills, power of attorney documents and assisting executors with administering deceased estates.

Max is a full member of the Society of Trust & Estate Practitioners (STEP) and one of the editors of the seminal text de Groot's Wills, Probate & Administration Practice (NSW), including its monthly bulletin to subscribers.

Enthusiastic about adopting modern technology to improve legal transactions, Max is proud to have organised the first electronic conveyancing settlements for both the Gold Coast and Freshwater.

 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

Lawyers can claim up to 1 CPD unit/point – substantive law.  This webinar has been designed to run for 1 hour.

WA lawyers – From April 1st 2021, due to the new 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]



© Television Education Network Pty Ltd 2021

Product Code: ZBBMAY21
 Price:  $198.00 (Inclusive of GST)
© 2021 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.