Blended families - planning options and drafting issues

Course ID CN170347_WEP1

  • Webinar
  • 2
  • Intermediate
  • 2 CPD POINTS

Topics to be covered include: 

  • Identifying and dealing with the blended family wealth;
  • The importance of the representative roles;
  • The balance between need and expectation;
  • Protection of assets and protection of beneficiaries;
  • Superannuation issues in blended families;
  • Minimizing the risk of disputes.

Prior to purchase please see the information below for system requirements.

College of Law Alumni and Law Society Members receive a 10% discount on the price.

Price

Full Price $240.00

Alumni/Member Price $216.00

Dates

Start date:

01 March 2017

End date:

01 March 2017

Time:

12.30pm - 2.30pm AEDST

About This Course

Designed for

This webinar complies with the mandatory area of Substantive Law.

 

Presenter

Robert Monahan
Monahan Estate Planning Pty Limited, Accredited Specialist - Wills and Estates Law

After many years in private partnership and corporate legal environments, in 2014 Robert established Monahan Estate Planning, a boutique practice where Robert and his daughter Julia specialise in Estate Planning, and Wills & Estate Law generally. Robert consults with accountants, financial advisors and other lawyers to deliver estate planning services to their clients - see www.MonahanEstatePlanning.com.au

Since 1998 Robert has been a Law Society Accredited Specialist in the area of Wills and Estate Law. Robert is the General Editor of the Lexis Nexis Estate Planning Service, a regular contributor to the Retirement & Estate Planning Bulletin, and an author of a number of other publications dealing with Estate Planning.

 

Delivery

Attending a College webinar is an easy and convenient way for you to increase your knowledge, learn from experts and gain CPD units. It is just like attending a seminar except you don’t leave your office or home.

Once you have registered, we will send you all the information you need to join the webinar. All you need is a computer and telephone. Just follow the link and instructions to join the webinar and dial into the teleconference.

During the webinar, the presenter will present on the topic, similar to in a seminar. You can ask questions by typing in the box provided. Each webinar has lots of time allocated to answering questions so there is plenty of opportunity to interact and engage.

All you need for a webinar is a computer/device and telephone. You logon to the webinar and listen through a teleconference. If you are in an open plan office, you may like to listen through earphones. There is no need to download any additional software. It is really as simple as following a link to join.