Beyond the Will: Family Ties and Fair Shares in the Succession Plan – succession law Power Pair of recorded webinars

This Power Pair comprises 2 of our most popular succession law webinars from the past year.

Webinar 1:  Drafting Deeds of Family Arrangement for Maximum Impact

Deeds of Family Arrangement (DFAs) can be a useful tool for succession lawyers when understood correctly and drafted appropriately. This session shall dive into the world of deeds of family arrangement and examine:

• The role, purpose and legal substance of DFAs
• When a DFA can be entered into - what are its requirements and what matters ought to be considered
• How to draft a DFA or agreement where there is a dispute or need to compromise or change the will itself - how specific do you need to be? When should it be prepared and/or finalised?
• What provisions should you consider, including and tips for drafting enforceable clauses

Webinar 2:  I'm a Step-Child, Can I Claim? Rights and Entitlements of Step-Children to the Estate and Super

Step-children, though often beloved members of blended families, can become significant points of contention in succession planning. This session shall breakdown the complex web of rights, entitlements and status that step-children navigate when it comes to inheritance and superannuation. It covers:

• Step-children eligibility to make a family provision claim under different state laws, including how different states have approached the definition of step-child, relevance of dependency
• The status of step-children for superannuation purposes
• The divergence between ATO and the common law in terms of how step-children are dealt with in Interpretative Decisions, including whether they continue to be one after the death of their biological parent)
• Steps that could be taken when drafting a will to appropriately deal with step-children
• Lessons from recent cases involving step children

SPECIAL PURCHASE OFFER – THE APRIL ADVANTAGE

This pair of recorded webinars would usually cost $539, but as part of The April Advantage Offer you can buy the pair for only $330 if you order by 30.4.25.