Overview of Wills and Estate Planning 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.
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.
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.
Professional SkillsPersuasion in Negotiation and Mediation
Author John Wade
CPD Points 1Rating:4.0/5
COVERS ALL CORE COMPETENCIESOne-Click CPD Compliance for Family Lawyers (10 Points)
CPD Points 10
Ethics and Professional ResponsibilityJudicial Stress and Judicial Bullying
Author The Hon Michael Kirby AC CMG
CPD Points 1