Estate Planning & Power of Attorney webinar series

Estate Planning & Power of Attorney webinar series


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

Matthew Oakey
Director, SW

Rohani Bixler
Special Counsel,
Burke & Associates Lawyers

Heather Dyke
Associate Director, SW

Keegan O’Rourke
Senior Advisor, SW

Contact us

If you have any queries or would like more information, please contact the Marketing team via [email protected].

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