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Estate Planning Day

Published on 18 Nov 2014 | Took place at Plaistowe Mews, West Perth , WA

As Australia’s population has continued to age, the market for good estate planning and succession advice has grown with it. This event provided practitioners with an opportunity to refine their skills and learn about current issues and recent developments in this area.

Get a 20% discount when you buy all the items from this event.

Individual sessions

Will disputes and discretionary testamentary trusts

Author(s):  Sally BRUCE

This paper covers:

  • will disputes
  • challenge to validity of will
  • family provision claims
  • discretionary testamentary trusts.
Materials from this session:

Trust disputes

Author(s):  Grahame YOUNG

This presentation covers:

  • avenues for redress
  • trustee duties
  • who controls a trust?
  • who controls the trustee?
  • succession planning.
Materials from this session: