Skills workshop: Insurance issues in estate planning matters

Course ID CAA180503_EPP1M6

  • Face to Face
  • 3.5
  • Intermediate
  • 3.5 CPD POINTS

This half day workshop will introduce you to the basic tools to understand the utility of, and deal with, insurance as an estate protection mechanism, particularly:

  • when to use insurance
  • how the proceeds of insurance can or may be taxed, and
  • how to minimise tax.

Read down to see a full list of the workshop’s learning outcomes.


Full Price $400.00

Alumni/Member Price $360.00


Start date:

15 May 2018

End date:

15 May 2018


9.00am - 12.45pm


The College of Law
Level 16, St James Centre
111 Elizabeth Street
Sydney NSW 2000

About This Course


At the end of the workshop you will be able to:

  • understand the utility of life insurance and income protection insurance
  • understand how insurance proceeds are taxed, and
  • understand the utility of life insurance in business succession and buy-sell agreements, including the use of insurance proceeds trusts.



Designed for

Designed for estate planning lawyers and wills and estates lawyers. This course complies with the mandatory requirement of Professional Skills and Substantive Law.