Webinar On Demand - The Nuts and Bolts of Modern Estate Planning

1 CPD Unit – Substantive Law

Pragmatic and effective estate and succession planning involves balancing certainty in future outcomes with flexibility, and it can be challenging to confidently achieve client objectives when both family dynamics and legal frameworks change over time.

This practical webinar led by Accredited Specialist in Wills and Estates, Greg Russo, provides a modern overview of the issues professional advisers need to consider when discussing their clients’ estate planning objectives, including:

• taxation outcomes;
• taxation outcomes;
• the interplay between estate and non-estate assets.

Throughout the webinar, Greg will also:

• provide sample planning documentation that practitioners need to be familiar with; and
• taxation outcomes;
• explore some common planning traps and tips through illustrative case studies.

This not to be missed webinar is suitable for professional advisers, accountants and lawyers and is pitched at an intermediate level.

Continuing Professional Development

Legal CPD:

WA legal practitioners (QA Provider ID 29250)

1 CPD Unit, CPD Obligation Field 4 – Substantive Law. To ensure you receive your CPD Units for this event, please provide us with your Legal Practice Board Practitioner ID during registration. Note: CPD Units are only uploaded to the Legal Practice Board after the Webinar On Demand is viewed. This is not an interactive activity.


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 Units for every 30 minutes of attendance and participation.

Accounting CPD:

1 CPD Point

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

Greg Russo 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.

He has also presented professional development events for health professionals in both Cambodia and Vietnam.

Greg is an LIV Wills & Estates Accredited Specialist, a chairperson of the LIV Specialist Accreditation Education Advisory Committee, a committee member of the LIV Accredited Specialisation Board, 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.