Estate Planning & Power of Attorney webinar series
12/10/2021
Join our three-part Estate Planning & Power of Attorney webinar series.
Each session will focus on topics that are of particular importance when putting a strategy in place to deal with your assets and investments when you pass away.
You are welcome to share this page with anyone who might be interested in attending.
Webinar 1 (24 August 2021): 101 Estate Planning
Discover the legalities and different aspects of Estate Planning to ensure you have a solid background before we look at the variations and pitfalls of creating a Will in the world of the modern family, in session two.
Experts from SW and Burke & Associate Lawyers discussed:
- Choosing your Legal Personal Representative
- What assets are part of your Estate?
- Non-estate assets and how to deal with them
- Overseas assets – do you require multiply wills for different jurisdictions?
- Beneficiaries with special needs
- Nominating beneficiaries and superannuation – The recent case of Ashleigh Petrie and Magistrate Rodney Higgins
- Testamentary Trusts
- Case study – celebrity Will disaster.
Webinar 2 (14 September 2021): The modern family and the challenge to your Will
Discover the variations and pitfalls of creating a Will in the world of the modern family before we look different aspects of a Power of Attorney and how they operate, in session three.
- Blended families
- Strategies to minimise risks of challenges to Will
- Business succession
- SMSF – Business real property leasing to related party
- Guardianship of children
- Establishing a charitable trust
- Online presence
- Case study – Joss v Joss: The successful $3.225 million challenge.
Webinar 3 (12 October 2021): Powers of Attorney
To wrap up this webinar series, our expert speakers discovered the different aspects of a Power of Attorney (POA) and how they operate.
- Current POA under Victorian Law and what jurisdictions are they legally enforceable
- What are the obligations of the POA and how should it be carried out?
- How to handle discretionary support for family members
- Things to do before POA implemented
- What happens if you do not nominate an enduring power of attorney?
- POA’s and SMSF – general v enduring; early release of super
- Advanced Healthcare Directives
- VCAT applications
- Case study – gifts and payments to family members.
Click here to find out more about our upcoming and past events.
Series speakers
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 Heather Dyke Associate Director, SW |
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Contact us
If you have any queries or would like more information, please contact the Marketing team via marketing@sw-au.com.
