In the ever-evolving legal landscape, a standard will may fall short of meeting diverse client needs. Stay ahead by mastering the nuanced art of testamentary trust drafting, navigate diverse styles and precedents, and delve into specific clauses to ensure that your drafting caters effectively for unique client requests. Additionally, explore the intricacies of various taxes and uncover strategies to optimise your clients’ tax outcomes.
Presenters
Lisa Monaco, Associate Director, Birchstone Tax Law
Lisa’s professional background includes a couple of years of family law practice in regional Western Australia. However, Lisa soon realised that she preferred death over divorce. Since that time, Lisa has specialised in estate planning, and its necessary companion, deceased estates. She routinely works with high net-worth individuals and their family groups to develop their succession strategies
