The Use of Trusts in Effective Estate Planning

Tuesday 10th November, 2015 2:00 pm – Tuesday 10th November, 2015 3:30 pm
The Law Society of Western Australia
Level 5, 160 St Georges Terrace Perth

In recent years the number of clients who require advice about estate planning has increased dramatically. This area has also seen a significant increase to the range of strategies and thus breadth of advice required to implement effective estate planning.

This seminar will cover:

  • the evolution of estate planning beyond traditional formats
  • the ways in which Testamentary Discretionary Trusts can be varied from the ‘standard’
  • the key reasons to do so
  • the implications of the new formats

This seminar is aimed at practitioners who practice in this area already and seek to hear about the latest innovations and case law.

It is also aimed at lawyers who practice in the area of wills and probate and seek to increase their knowledge base to enable them to provide this valuable service to their clients, rather than merely a disclaimer and recommendation that they seek advice elsewhere.

If you currently provide estate planning advice the key reason to attend is to bring your knowledge base up to date with the major recent innovations and legal developments in this area and be able to provide the most effective solutions for your clients.

The key reason to attend if you don’t currently provide estate planning advice, is to assist you in identifying those clients who would benefit from estate planning advice and allow you to provide a service for those clients who seek to have their wills and effective estate planning advice provided in conjunction with each other from the same advisor.

Level: Intermediate

Competency
  • 1.5 points Competency 4 Substantive Law

 

Sponsored by

Speakers

Hugh Cahill
Partner
Jarman McKenna

Price
Member
$179
Non-Member
$242
Legal Trainee / Support Staff (Member)
$84
Legal Trainee / Support Staff (Non-Member)
$153
CPD Active
$0