Estate Planning masterclass

Wednesday 22nd March, 2017 9:00 am – Wednesday 22nd March, 2017 12:15 pm
The Law Society of Western Australia
Level 5, 160 St Georges Terrace PERTH

Fully booked

In recent years the number of clients who require advice about complex estate planning and Family Provision Act applications have increased dramatically. This area has also seen a significant increase in the range of strategies and thus breadth of advice required to implement effective estate planning and Family Provision Act advice. In turn, and as a result, there has been increased exposure to potential professional negligence claims making it important for practitioners to know their professional duties in this area.

This comprehensive seminar addresses the above concerns and covers:

  • Estate and succession planning involving trusts, SMSFs and private companies
  • Estate planning in blended families
  • Family Provision Act update
  • Solicitor duties in succession planning
  • Whether solicitors may now have to advise a testator of potential family provision claim

Hear from experienced wills and estate practitioners to bring your knowledge base up to date with the latest developments in the area to ensure that you are able to provide the most effective solutions for your clients and minimise your risk exposure.

Level: Intermediate/Advanced

Please note: CPD Actives can not book online. Please email cpd@lawsocietywa.asn.au.

Competency
  • 1 points Competency 3 Ethics and Professional Responsibility
  • 2 points Competency 4 Substantive Law

 

Sponsored by

Speakers

Chair: Elizabeth Heenan
Special Counsel
Culshaw Miller

Speaker: Sally Bruce
Special Counsel
Jackson McDonald

Speaker: Mark Fatharly
Partner
Kott Gunning

Speaker: Amanda Liston
Director
Amanda Liston Legal

Price
Member
$348
Non-Member
$418
Legal Trainee / Support Staff (Member)
$171
Legal Trainee / Support Staff (Non-Member)
$231
CPD Active
$0