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Estate Planning - The A-Z (July 2025)

Regular price: $680.00
Sale price: $680.00
Regular price
Unit price: per

Tax included.

This workshop provides an essential overview of Estate Planning from initial consideration of options, through to executors responsibilities, death benefits trusts and more. Gain confidence to be able to operate more effectively in this complex area.

Topics covered are:

Ownership - 4 key types
Key planning issues
Superannuation death benefits
Drafting exercise - binding death benefit nomination
Estate planning and existing family/hybrid trusts
Key attributes for wills and testamentary trusts
Drafting exercise - beneficiary controlled testamentary trust
Vulnerable beneficiaries
Means tested pension eligibility - operation of deeming rules
Income tax concessions
Capital gains tax
Enduring powers of attorney
Philanthropic or charitable trusts
Executors' responsibilities
Insurance death benefits trusts
After the event estate planning

Essentials are workshops for lawyers new to, or wanting to update knowledge in, particular skills or practice areas. These workshops aim to cover the 'essentials'