Take your Will drafting to the next level as you work through step-by-step guides for every stage of the Will drafting process with this practical, template-based workshop. Reinforce your existing Will drafting skills and gain new practical skills with sample clauses, practical case studies and case notes.
Professional Skills
9.00am to 1.15pm Advanced Will Drafting Workshop
The workshop will provide:
- A solid foundation in Will drafting basics
- Step-by-step high-level guidance on complex Will drafting
- High level mentorship from recognised experts in the field
- In-depth strategies to elevate your drafting to the next level
- Sample clauses to implement what you learn and to incorporate into your drafting
- Practical case studies and case notes to demonstrate the concepts
- Receive guidance and precedent clauses
Examine a Variety of Testamentary Trusts
- Discretionary trusts
- Rights of residence
- Capital protected trusts
- Protective trusts
- Superannuation proceeds trusts and special disability trusts
Guidance on Bespoke Estate Planning Circumstances
- Gifts to particular beneficiaries: including pets, shares in companies, real estate
- Dealing with digital assets
- Succession of control of trusts and self-managed superannuation funds
- Non-estate assets and adjustments
- Overseas assets and estate administration
Additional Will Drafting Considerations
- Taking effective instructions and conducting client meetings
- Identifying and dealing with issues relating to testamentary capacity and undue influence
- Dealing with urgent wills - protocols and considerations
- Anticipating family provision claims
- Addressing family law issues – marriage, divorce, separation and Wills
- Balancing blended family considerations
- Accommodating the needs of vulnerable beneficiaries
- Anticipating and addressing taxation and valuation issues
- Co-ordinating the interplay of superannuation and estate administration
Facilitated by:
Greg Russo, Principal Solicitor, Greg Russo Law; Accredited Specialist in Wills and Estates; Chairperson of the LIV Specialist Accreditation Education Advisory Committee and LIV Wills & Estates Advisory Committee; recognised in Doyle's Guide in Victoria as a Leading Wills Estates and Litigation Lawyer and a Leading Wills, Estates and Succession Planning Lawyer
Rohani Bixler, Principal Solicitor, Olivetree Legal; Member of the LIV Succession Law Committee
Description
Attend and earn 4 CPD units in Professional Skills
This program is applicable to practitioners from all States & Territories
Presenters
Greg Russo, Principal Solicitor, Greg Russo Law
Greg has almost 30 years’ experience in succession planning, administration and litigation and is one of Victoria’s most experienced and respected succession law solicitors. With a background in pure mathematics, Greg not only understands the implications of planning decisions on future taxation, SMSF, trust and estate administration, he is also able to break down complex concepts and structures logically and explain options to clients in a way that empowers them to take positive action and ownership for their decisions. Using the knowledge and insights that he has acquired over three decades; he crafts unique solutions to complex succession problems. Greg teaches both mathematics and law, regularly presents CPD succession events to solicitors, accountants and other professionals in Victoria, Queensland, and online. Greg is an LIV Wills & Estates Accredited Specialist, a chairperson of the LIV Specialist Accreditation Education Advisory Committee, a board member of the Mount Eliza Community Bank, a member of STEP, and is recognised in Doyle’s Guide, in Victoria, as a Leading Wills and Estates Litigation Lawyer and a Leading Wills, Estates and Succession Planning Lawyer.
Rohani Bixler, Principal Solicitor, Olivetree Legal
Rohani is the Principal Solicitor at Olivetree Legal. She has practiced exclusively in the area of Wills and Estates since 2006. Rohani is involved with various Carer groups and has a special interest in assisting families to plan for beneficiaries with disabilities and mental health challenges. Rohani is a member of the LIV Succession Law Committee and the Society of Trust and Estate Practitioners, and is the Vice-President of the Mornington Peninsula Lawyers’ Association.
