Join our 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.
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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
Case study - celebrity Will disaster.
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.
Strategies to minimise risks of challenges to Will
SMSF – Business real property leasing to related party
Guardianship of children
Establishing a charitable trust
Case study – Joss v Joss: The successful $3.225 million challenge.
To wrap up this webinar series, we will discover 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
Case study – gifts and payments to family members.
Date Tuesday 12 October 2021
Time 2pm - 3pm (AEST)
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