If you are concerned about what might go wrong with your estate plan, or if you don’t have a plan and need help getting started, this seminar is for you. 
 
Two of Victoria’s best estate planning lawyers will guide your through the pitfalls of estate planning and explain the strategies that savvy clients adopt to help ensure their wealth passes to those they wish to benefit. 
 
Topics include:

• What happens if my spouse re-partners?

• How do I protect my children’s inheritance?

• Who can claim against my estate?

• What is a testamentary trust and should I have one?

• I have a blended family – can I make everyone happy?

• I didn’t know my superannuation is not dealt with by my Will!

• Family Trusts and Family Fights – how do I avoid?

• Overseas assets and non-resident beneficiaries – a tax nightmare?

• Why am I reading so many reports of Elder and Financial abuse?

Presenters

Bernie O’Sullivan is one of Australia’s best known estate planning lawyers.  He has advised individuals, family groups and business owners for over 40 years. Bernie is author of Estate and Business Succession Planning - the leading book on this topic - and is ranked Pre-eminent in Wills, Estates and Succession Planning (Doyles Guide) and voted by his peers as Best Lawyer (Trusts and Estates) Victoria 2022 (Best Lawyers).

Edward Skilton has a rare skillset of expertise in both estate planning and estate and trust litigation.  As well as guiding clients through complex estate planning matters, Ed helps clients defend and prosecute disputes over Wills, family trusts and superannuation.  He also represents clients in VCAT on attorneyship and administration matters.  Ed is ranked Recommended in Wills, Estates and Succession Planning (Doyles Guide).