Webinar Recording - Estate Planning Basics for Professional Advisers

A large proportion of the Australian adult population has either no, or inadequate estate planning. Considering your own mortality is not something that anyone willingly does, so it is often left to the professional adviser to identify the need for effective estate planning for their clients.

Clients invariably believe that their affairs are “simple”. However, differing asset structures, family circumstances and superannuation can make things more complex than they appear on the surface. In this Webinar, Estate Planning Basics for Professional Advisers, estate planning lawyer, John Wojtowicz, discusses what constitutes effective estate planning and what professional advisers need to be aware of when reviewing their clients circumstances.

SIn this Webinar, John will cover:

• What a Will covers, including:
  • included Assets;
  • excluded Assets; and
• consequences of Intestacy and Partial Intestacy;
• what makes a valid Will;
• how Superannuation fits into estate planning;
• estate planning in Trusts
• Powers of Attorney; and
• Testamentary Trusts

This webinar is suitable for professional advisers and is pitched at an entry level. It is ideal for advisers wanting to develop their knowledge of Estate Planning, or simply looking at a refresher course.

• 19/04/2018 - Webinar Recording - Unit Trust v Family Trust - Which is Better for Investing?

• 8/03/2018 - Webinar Recording - Do Pre-Nups Work Anymore?

• 13/12/2017 - Webinar Recording - When a Will is not Simple

• 26/10/2017 - Webinar Recording - Winding Up Trusts and Tax Consequences

• 19/09/2017 - Webinar Recording - Untangling Discretionary Trusts – A Family Lawyer’s Perspective

• 23/08/2017 - Webinar Recording - Time to Address the SMSF Sleeper - Estate Planning within the fund

• 20/06/2017 - Webinar Recording - Navigating Small Business Restructure Roll-overs

• 6/04/2017 - Webinar Recording - Dealing with Divorce - An Accountant’s Perspective

• 23/02/2017 - Webinar Recording - Understanding the 2017 Superannuation Changes

• 1/12/2016 - Webinar Recording - Estate Planning Basics for Professional Advisers

• 17/11/2016 - Webinar Recording - Are Family Trusts “Done” as an Asset Protection Tool?

• 13/10/2016 - Webinar Recording - Demise of the Accountants’ Exemption - Walking the line, post 1 July 2016

• 13/09/2016 - Webinar Recording - Family Trust v Family Court - Not a marriage made in Heaven

• 10/08/2016 - Webinar Recording - Managing Trust UPEs - How to do it and potential tax exposures

• 31/05/2016 - Webinar Recording - How does the 2016 Budget affect SMSF Trustees?

• 3/05/2016 - Webinar Recording - Avoiding Business Disputes

• 30/03/2016 - Webinar Recording - Pitfalls that SMSF Trustees should avoid

• 23/02/2016 - Webinar Recording - Asset Protection - Dealing with Risk in Hard Times

• 9/12/2015 - Webinar Recording - Trusts Revisited

• 28/10/2015 - Webinar Recording - Know Thy Business Structure

• 23/09/2015 - Webinar Recording - Social Media in the Workplace

• 27/08/2015 - Webinar Recording - The Powers and Problems of Trustees

• 28/07/2015 - Webinar Recording - Tips and Traps for Property Investment in your SMSF

• 27/05/2015 - Webinar Recording - Companies - Things you should know, but probably don’t!

• 21/04/2015 - Webinar Recording - The Pros and Cons of Unit Trusts

• 11/03/2015 - Webinar Recording - Employee Engagement and Share Plans

• 18/02/2015 - Webinar Recording - SMSFs and Related Party Loans

• 19/11/2014 - Webinar Recording - Trusts - Asset Protection on Peptides

• 15/10/2014 - Webinar Recording - Maximising your Business Value

• 25/09/2014 - Webinar Recording - Project Do It - ATO Amnesty Information Session

• 10/09/2014 - Webinar Recording - Private Company Cash - Division 7A Complications for Professional Advisors

• 6/08/2014 - Webinar Recording - Employee v Contractor

• 4/06/2014 - Webinar Recording - The Protected Super Myth’Conception

• 8/04/2014 - Webinar Recording - Trust Tax Issues and CGT Small Business Concessions

• 11/02/2014 - Webinar Recording - Accountant Road Rules for Super

• 19/11/2013 - Webinar Recording - Are you Ready for Bullying in the Workplace?

• 2/10/2013 - Webinar Recording - Investment Restrictions for Self Managed Superannuation Funds

• 5/09/2013 - Webinar Recording - All About Family Trusts

Presenter John Wojtowicz

John Wojtowicz is the Managing Principal of the law firm, Law Central Legal. He has practiced law since 1988 and has been admitted to both the Supreme Court of WA and the High Court of Australia. Working predominantly in the areas of commercial law and estate planning, John has acted for both large institutions and individuals, as well as serving on multiple bank panels. Over the years, he has acted for clients on complex estate planning and has represented clients in the Supreme Court of WA on trust and inheritance issues. He is a sought after speaker on trusts and estate planning and brings a wealth of practical experience to his seminars.