Designed by Accredited Specialists to enhance your technical drafting skills, this workshop will focus on bespoke clauses and precedent structures for wills. You will learn the practical considerations to be aware of, how to structure clauses to best meet your client's needs and takeaway helpful precedents that you can implement immediately in your day-to-day practice.
In this practical session, Allan Swan, Principal of the Estate Planning Equation, will work through a series of complex issues in will drafting together with sample clauses to address them.
Non-testamentary trust wills topics include:
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Adjustment clauses:
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Identification of non-estate assets
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Identification of recipients - inclusion of “family group”
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Valuation of amounts to be adjusted
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Process if adjustment not possible
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Superannuation streaming
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Non-apportionment clauses
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Appropriation clauses & taxation consequences
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Superannuation proceeds trust
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Authorising executor to claim superannuation
Testamentary trust wills topics include:
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Optional use of testamentary trusts
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Optional testamentary trust provisions
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Occupation rights
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Life interest
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Income definition clauses
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CGT clauses
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Trustee indemnity
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Appointor/guardianship
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Crisis clauses
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Superannuation proceeds trust
As with all our Breakfast with the Experts events, attending this session will give you the opportunity to submit ‘questions on notice’ prior to the session and participate in a Q&A discussion with our presenter making this a valuable event for any senior practitioner. In order to answer as many questions as we can in this interactive session, please submit your queries in advance to register@liv.asn.au by 12.00 pm on Friday 14 August. This will ensure your question is shortlisted for discussion.
Exclusive LIV Member Offer
Receive 25 per cent off the member price when you register for both part 1 and part 2 of our Breakfast with the Experts sessions for Wills & Estates Accredited Specialists and experienced practitioners. Click here to register for both.
Full Pricing Details
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Standard member price: $88
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Accredited Specialist/CLC/Tarwirri member price: $66
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Non-member price: $121
Become a member and save. Become a member for the newly reduced price of $99 for the 2020/21 membership year and receive member discounts on all LIV CPD, as well as exclusive access to Early Bird offers and a range of additional benefits, resources and services. Complete the online membership application form to join now.
Important Information
Online registrations close 12 hours before this event begins. If you would like to book after online registration has closed, please contact the events team on phone 03 9607 9473 or email register@liv.asn.au.