Blended families - planning options and drafting issues

Course ID ID18084_WEP

  • Online
  • 2
  • Intermediate
  • 2 CPD POINTS

Learn how to identify and deal with clients from blended families. Hear what you need to know when advising clients in this complicated area of law, from Robert Monahan, Accredited specialist – wills and estates.

Price

Full Price $240.00

Alumni/Member Price $216.00

Dates

Start date:

01 April 2018

End date:

31 March 2019

About This Course

Overview

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;

 

 

Designed for

Wills & Estates Practitioners

 

 

Presenter biography

Robert Monahan

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

Please check the technical requirements for accessing this online seminar contained here. 

Once registered we will send you the access information you will need to log on to our Learning Portal from where you will be able to view the seminar.  

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