Wills skills: estate planning for blended families

Course ID WN201108_WEP1

  • Webinar
  • 2
  • Foundation
  • 2 CPD POINTS

Blended families are common whereby one or both partners have a child or children from a previous relationship. Careful estate planning should ensure that all of your intended beneficiaries are provided for when you die and that the potential for conflict within the family is minimised. 

Join our two-hour estate planning for blended families short course and you will:

  • Gain an understanding of how to tackle client objectives
  • Learn about possible strategies, estate planning advantages and risks including:
    • Outright gifts
    • Mutual wills contract
    • Discretionary trusts
    • Non-estate assets; and

  • Be informed about the risks of excluding children from prior relationships

Facilitated by: 

  • Katelin Whitley, Principal, Bestic Law and Accredited Specialist, Wills and Estates
  • Paul Evans, Partner, Makinson d’Apice, Accredited Specialist, Wills and Estates 

At the end of this webinar, you may claim 2 CPD points. 

Price

Full Price $198.00

Alumni/Member Price $178.20

Dates

Start date:

25 November 2020

End date:

25 November 2020

Time:

10.00am AEDT - 12.00pm

About This Course

Designed for

The webinar is ideal for solicitors in general practice, lawyers and specialists in elder law, wills and estates, property law, medico law, estate planning specialists, probate lawyers and staff, family law practitioner and new solicitors (years 1-5 in practice).

This webinar is produced in NSW and features a NSW based practitioner. This webinar is available to all NSW based practitioners.

 

Mandatories Covered

The program covers the mandatory requirement of professional skills and substantive law.

 

Presenter biography

Katelin Whitley Principal, Bestic Law Accredited Specialist, Wills & Estates

Katelin Whitley is the principal of Bestic Law located in Sydney and the Hunter Valley and practices primarily in succession and trust matters. She was admitted to practice in 2001 and was recognised by the NSW Law Society as an Accredited Wills and Estates Specialist in 2011.

She has considerable experience advising and acting on contested estate litigation including lack of testamentary capacity and undue influence cases, family provision claims, construction of will litigation, and application of the Forfeiture Act. Katelin has represented estates, applicants, and beneficiaries.

She works on both simple and high level estate planning and acts on estate administrations including for large and complex estates.

Katelin has been lecturing in the College of Law Wills & Estates Masters of Law Program since 2017. She has completed Masters of Law at the University of Sydney and Masters of Forensic Mental Health in the UNSW School of Psychiatry. She has also been a member of the Law Society of the NSW Elder Law and Succession Committee since 2012 and is a Notary Public.

 

Paul Evans Partner, Makinson d’Apice, Accredited Specialist, Wills and Estates

Paul is an Accredited Specialist in Wills and Estates Law, a member of the NSW Law Society's Specialist Accreditation Wills and Estates Advisory Committee and a member of the Society of Trust and Estate Practitioners.

For the past 3 years, Paul has been listed in the Doyles' guides as one of the top 3 pre eminent lawyers in the area of Leading Wills, Estates & Succession Planning Lawyers in NSW.

He is highly experienced in assisting a range of clients including high net worth individuals in transferring and protecting their wealth and during his time in London he specialised in inheritance tax mitigation. Paul also provides continuing legal education for solicitors and other professionals and is a regular speaker on Wills and Estate Law at Estate Planning, Estate Administration and Superannuation seminars.

 

Filming and Photography

Please be aware that this webinar organised by the College of Law may be recorded for use on our websites, marketing materials and publications. By attending and participating in a College of Law Continuing Professional Development course, you consent to the College of Law photographing or recording and using your image and likeness and/or voice.

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