Estate Planning 101 – More than just a Will
Overview
A practical guide to incapacity, death and the importance of proper and tailored estate planning for your clients and their loved ones.
Gone are the days when a simple will was all that was required to transfer wealth from one generation to the next on the death of a person. With our changing family landscapes, our ageing population and the complexities of business and asset structures, more sophisticated estate plans are required to ensure that our client’s objectives are met in the most practical and financially appealing way.
This webinar will provide a high-level practical overview of the many aspects of estate planning including, but not limited to:
- What is Estate Planning?
- Why is it so important?
- The basics every estate plan should take into account
- Incapacity documents and what happens if they are not in place
- Will drafting essentials
- The different types of testamentary trusts and their benefits
- Superannuation and its importance in estate planning
- Trusts and companies – holistic estate planning
- Will challenges and ways to attempt to prevent a successful claim
- Practical case studies
Webinar Learning Outcomes:
Attendees of this seminar will learn about the estate planning process, why it is so important and how it may be applied for their clients.
Suited to:
- Lawyers who practice in wills and estates or are new to the area
- Accountants
- Financial planners
- Business advisors
You will also be provided with:
- PowerPoint Slide Deck
- Searchable Transcript
- Any Supporting Documentation
- Webinar Recording to view multiple times for up to 6 months
- Q&A Session & follow up contact details
- CPD Quiz & Certificate
Course syllabus
3 lessons
- Video – Estate Planning 101 – More than just a WillVideo
- FeedbackSurvey
- Knowledge QuizTest
Your presenter
Adeline Schiralli,Keypoint Law
Consulting Principal/Accredited Specialist (Wills & Estates), Keypoint Law.
Adeline is an accomplished estate planning and elder law solicitor with extensive experience developing comprehensive and practical estate plans that suit the individual circumstances of her clients. Prior to joining Keypoint Law as a Consulting Principal, Adeline was a Senior Associate in the Wills and Estates team of a large prominent suburban firm. Adeline holds a Masters of Law (Applied Law) in which she majored in Wills and Estates and is a member of the NSW Law Society’s Elder Law, Capacity & Succession Committee. Adeline was also listed in the Doyle’s Guide 2017 as a “Rising Star” in the category of Wills, Estates and Succession Planning and is a Law Society Accredited Specialist in Wills and Estates . Adeline is also an Adjunct Lecturer in the teaching faculty at the College of Law and lecturers in both the Wills & Estates and Estate Planning Majors of their Masters of Law program.
Adeline is adept at advising clients on matters including the implementation of wills (particularly sophisticated testamentary trust wills), powers of attorney and enduring guardianships, superannuation death benefit nominations and properly gifting the control of entities (including private companies and/or trusts) to the appropriate person(s) in the event of death and/or incapacity. Adeline can also assist clients in relation to the administration of a deceased persons’ estate and regularly advises clients in relation to retirement village contracts and aged care agreements.
Adeline is passionate about obtaining peace of mind for her clients in relation to their estate planning and elder law needs, and regularly presents seminars to other solicitors, professionals and to members of the public in the area of wills, estates and elder law. Her approach is underpinned by her commitment to achieving peace of mind for her clients in relation to their wills, estate planning and elder law needs. She has a “no-nonsense” style to advising clients in all aspects of wills, estates and elder law and her attention to detail is exemplary. Adeline takes a holistic approach to estate planning and works closely with her client’s other advisors (accountants, financial planners, business advisors etc.) to best achieve her client’s objectives.