Overview of Wills and Estate Planning Law
This course provides a practical introduction to Wills and estate planning law in Australia, covering the key considerations for lawyers when giving estate planning advice.
Despite being one of the most important documents a person can make, statistics show that more than 50% of Australian adults do not have a Will. However, estate planning is much broader than simply preparing and executing a Will – it involves a process of helping clients to rearrange their affairs during their lifetime to best achieve the desired outcome on their death. This is a key area where lawyers can assist clients.
This course provides a practical introduction to Wills and estate planning law in Australia. The course covers the key considerations for lawyers when giving estate planning advice:
- identifying assets and liabilities, particularly assets that require special treatment;
- dealing with life insurance and superannuation benefits;
- requirements for preparing and executing a valid Will;
- limiting the impact of family provision legislation;
- using testamentary trusts in Wills; and
- testamentary capacity and substitute decision-making documents.
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