E-LearningWills & Estates

The Tips and Traps of Drafting a Financial Agreement

Duration
60 min
CPD
1.0 hour
Format
E-Learning
The Tips and Traps of Drafting a Financial Agreement

Overview

Ensuring a financial agreement is drafted so it is truly binding.

Financial agreements can be used by parties to resolve their financial affairs at the end of a relationship but are often used at the beginning of a relationship, where the challenges are greater than at the end of a relationship. 

There are mistakes which are frequently made and defeat the purpose of the agreement.

This webinar looks at the traps and gives tips on drafting a financial agreement which will withstand challenges.

Learning Outcomes:

Attendees will gain an understanding of:

•    The most common mistakes made when drafting and advising on financial agreements

•    Circumstances where particular caution is required

•    Actions to take when agreements which are at greater risk of being found not to be binding or of being set aside

Suited to:

Family lawyers, commercial lawyers, wills and estates lawyers, accountants, insolvency practitioners and financial planners

This On Demand includes: 

  • a recording of the webinar Event which can be viewed multiple times
  • a PDF of the presenter’s PowerPoint
  • a verbatim Transcript
  • any supporting documentation
  • a CPD Certificate after successful completion of the Knowledge Quiz

Course syllabus

3 lessons

  1. Video – The Tips and Traps of Drafting a Financial AgreementVideo
  2. FeedbackSurvey
  3. Knowledge TestTest

Your presenter

Jacky CampbellForte Family Lawyers

is a founding partner of Forte Family Lawyers and has practised as a lawyer specialising in family law for more than 30 years. In 2022, Jacky was recognised as a leading family lawyer in Melbourne by Doyle’s Guide to the Australian Legal Market. She is experienced in dealing with family law matters involving complex property matters.

Jacky is a contributing editor of the Wolters-Kluwer Australian Family Law & Practice and Australian Master Family Law Guide. She writes and updates several chapters for each including the financial agreement chapter.

Jacky is a Fellow of the International Academy of Family Lawyers and an Associate of the American Bar Association.