Overview of Wills and Estate Planning Law

Substantive Law

CPD Points 1

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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Author Profiles

LawCPD author: Lucy Dickens

Lucy Dickens

Lucy is an experienced lawyer, business administrator and manager who is responsible for supervising the Wills, probate, estate administration and real estate settlements teams at Birman & Ride.

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LawCPD author: Michael Hodgkins

Michael Hodgkins

Michael has been a partner of Birman & Ride since July 2009. He leads the firm’s family and property law teams which offer a broad range of services including settlements, commercial law, family law, wills and estate planning.

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