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Estate planning for melded and blended families paper


This paper covers:

  • what is a blended family
  • advising blended families
  • gathering information
  • estate v non-estate assets
  • effect of changes in relationship status on a client's estate plan
  • de facto relationships
  • family provision applications
  • testamentary trusts
  • binding financial agreements
  • superannuation
  • capital protected trusts
  • control of family trusts for blended families
  • executor and trustee selection
  • powers of attorney
  • life insurance
  • memorandum of wishes
  • case study.

Author profiles:

Sean McMahon
Sean McMahon FTIA is Managing Partner of McMahon Clarke Legal (MCL) and heads the MCL Private Client division. Sean has over 10 years experience advising private clients and commercial clients on funds management, financial services and private client matters. Sean works collaboratively with clients and their advisors on business structuring and succession as well as all aspects of his clients’ personal estate planning. Current at 03 September 2010 Click here to expand/collapse more articles by Sean MCMAHON.
Jane Blake
Jane is a Senior Associate with McMahon Clarke Legal. Current at 21 July 2009 Click here to expand/collapse more articles by Jane BLAKE.

This was presented at Estate Planning: Private Client Issues.

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

Individual sessions

Restructuring the family group for an estate plan

Author(s):  Mark WEST

Materials from this session:

Family provision applications

Author(s):  John DE GROOT

Materials from this session:

Further details about this event:


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