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.

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

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• 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?

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• 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

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

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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.