CPD Webinar - Drafting Estate Planning Documents to meet Litigation Risks

1 CPD Point – Substantive Law

It seems like it is increasingly “all about the money” as the family unit ages with estate challenges on the rise. It is too late to prevent litigation once it has commenced, but there are many practical strategies that estate planners can employ at the document drafting stage to prevent or reduce the risk of future estate litigation.

This practical Webinar led by Accredited Specialist in Wills and Estates, Greg Russo, examines the following:

• The types of claims that could arise;
• Anticipating claims and red flags at the planning stage;
• The role of disclosure and family meetings in litigation mitigation;
• How understanding client motivations can assist in developing risk minimisation strategies matched to the family dynamic.

The Webinar will also provide illustrative case studies and strategies and is suitable for professional advisers, accountants and lawyers. The Webinar is pitched at an intermediate level.

Continuing Professional Development

Legal CPD:

WA legal practitioners (QA Provider ID 29250)

1 CPD point, Competency Area 4 – Substantive Law. To ensure you receive your CPD Points for this event, please provide us with your Legal Practice Board Practitioner ID during registration. Note: CPD Points are only available for participation in the live webinar. At this time, webinar recordings (for those that are registered but unable to attend) are not eligible for WA Legal CPD Points.

Legal practitioners outside of WA

If you consider that this webinar satisfies your individual requirement, or is relevant to your immediate or long-term professional development needs, you may claim 0.5 CPD points for every 30 minutes of attendance and participation.

Accounting CPD:

1 CPD Point

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• 27/03/2024 - Webinar On Demand - Employees Working from Home

Presenter: Greg Russo
Accredited Specialist - Wills and Estates, Greg Russo Law

With over 30 years’ experience in succession law Greg Russo 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 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 of 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. He also regularly presents at events to solicitors, accountants and other professionals in Victoria, Queensland and online. He’s a regular presenter for TEN - The Education Network, Legalwise Seminars and the Law Institute of Victoria.

Greg is a Law Institute of Victoria Wills & Estates Accredited Specialist, a chairperson of the LIV Specialist Accreditation Education Advisory Committee, the LIV Wills & Estates Advisory Committee, a board member of the Mount Eliza Community Bank, a member of STEP and is recognised in Doyles Guide in Victoria as a Leading Wills Estates and Litigation Lawyer and a Leading Wills, Estates and Succession Planning Lawyer