If you are concerned about what might go wrong with your estate plan, or if you don’t have a plan and need help getting started, this seminar is for you.
Two of Victoria’s best estate planning lawyers will guide your through the pitfalls of estate planning and explain the strategies that savvy clients adopt to help ensure their wealth passes to those they wish to benefit.
Topics include:
What happens if my spouse re-partners?
How do I protect my children’s inheritance?
Who can claim against my estate?
What is a testamentary trust and should I have one?
I have a blended family – can I make everyone happy?
I didn’t know my superannuation is not dealt with by my Will!
Family Trusts and Family Fights – how do I avoid?
Overseas assets and non-resident beneficiaries – a tax nightmare?
Why am I reading so many reports of Elder and Financial abuse?
Presenters
Bernie O’Sullivan is one of Australia’s best known estate planning lawyers. He has advised individuals, family groups and business owners for over 40 years. Bernie is author of Estate and Business Succession Planning - the leading book on this topic - and is ranked Pre-eminent in Wills, Estates and Succession Planning (Doyles Guide) and voted by his peers as Best Lawyer (Trusts and Estates) Victoria 2022 (Best Lawyers).
Edward Skilton has a rare skillset of expertise in both estate planning and estate and trust litigation. As well as guiding clients through complex estate planning matters, Ed helps clients defend and prosecute disputes over Wills, family trusts and superannuation. He also represents clients in VCAT on attorneyship and administration matters. Ed is ranked Recommended in Wills, Estates and Succession Planning (Doyles Guide).
COST: $99.00
Once you have registered you will be sent a receipt and then soon after a personalised link to access this webinar via zoom.
IF YOU HAVE NOT RECEIVED A ZOOM LINK WITHIN 30 MINUTES OF REGISTERING, PLEASE CONTACT US.
You can register up to 10 individual attendees, each person will be sent a personalised link to join. You will be unable to share your link to the live webinar. The event will be recorded and emailed to all registered attendees the day after the event.
Bernie O’Sullivan
Principal
One of Australia’s leading estate planning lawyers, Bernie has over 40 years’ experience advising individuals, family groups and businesses on all aspects of estate and business succession.
Often acting as advisor to prominent families, Bernie’s knowledge of family trusts, superannuation and estate and elder law enables him to provide clear, practical solutions for clients with complex family and asset structures. He is often asked to provide a second opinion on existing succession plans.
View Bernie’s full profile here
Ed Skilton
Principal Lawyer
Ed is a Principal Lawyer in the business law area, with a particular focus on equity, trusts and succession.Ed also advises in relation to the payment of superannuation death benefits including disputes regarding eligible recipients, trustee decisions and validity of documents.
On the planning side, he prepares complex estate plans and is particularly interested in assisting the owners of private business groups transfer the business to the next generation, as distinct from a sale to third parties. He works with families to develop and execute plans to transition equity and / or management of businesses to the next generation using a combination of legal structures and non-legally binding family agreements such as a family constitution or charter.
View Ed’s full profile here