- CPD Points: 1 [PS] [SL]
- Price: $89.00
- Area: Elder and Succession Law; Estate Planning; Succession Planning; Wills
- Delivered: September 2024
Digital Content
- Recording
- No materials
To purchase login below
Description
The Society welcomes Mr Allan Swan back to present into the 2024 Devonport Conference. The estate planning needed for clients with blended families can be complex, with parties often having competing objectives and even hidden agendas. This session highlights:
- Potential adverse consequences when planning issues are not addressed.
- Risk of survivor taking all.
- Limitations of mutual Wills and superannuation death benefit payments.
- Potential strategies for achieving competing client objectives.
The key takeaways include:
- Estate planning tools for blended families.
- Limitations and advantages of superannuation.
- Limitations of mutual wills.
- CPD Points: 1 [PS] [SL]
- Price: $89.00
- Area: Elder and Succession Law; Estate Planning; Succession Planning; Wills
- Delivered: September 2024
Digital Content
- Recording
- No materials
To purchase login below
Description
The Society welcomes Mr Allan Swan back to present into the 2024 Devonport Conference. The estate planning needed for clients with blended families can be complex, with parties often having competing objectives and even hidden agendas. This session highlights:
- Potential adverse consequences when planning issues are not addressed.
- Risk of survivor taking all.
- Limitations of mutual Wills and superannuation death benefit payments.
- Potential strategies for achieving competing client objectives.
The key takeaways include:
- Estate planning tools for blended families.
- Limitations and advantages of superannuation.
- Limitations of mutual wills.
Allan Swan, Lawyer, Estate Planning Equation Prevention Law
About the Presenter:
Mr Allan Swan, Lawyer, Estate Planning Equation Prevention Law, works with private clients and their accountants, financial advisors and legal practitioners relating to the legal aspects of the following areas of Preventative Law, namely: Asset Protection; Deceased Estate Taxation; Dispute Prevention; Estate Planning; Preventative Law Strategy; Special Disability & Protective Trusts; Structuring; Superannuation; Tax Considerations; Testamentary & Family Trusts. He also provides practitioner training and speaking services in the above areas for the Law Institute of Victoria, CPA Australia and other professional bodies. Allan is accredited as a STEP Trust and Estate Practitioner. Allan holds degrees in Law and Economics and a Graduate Diploma in Financial Services.
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