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Recorded Webinars

Recorded Interactive Webinar: Blended Families & Inheritance: Getting It Right Before It Goes Wrong

Succession planning for blended families requires careful navigation of complex relationships and competing interests. With the potential for conflict between surviving spouses, children, and stepchildren, a well-structured estate plan is crucial to ensuring that the testator's wi

Date/Time

About the Webinar

Succession planning for blended families requires careful navigation of complex relationships and competing interests. With the potential for conflict between surviving spouses, children, and stepchildren, a well-structured estate plan is crucial to ensuring that the testator's wishes are honoured. This session will delve into the strategies and considerations necessary to create a robust succession plan for blended families, addressing both common challenges and unique circumstances. It covers:

  • Mapping the family tree: Essential steps in establishing lineage and relationships for estate planning
  • Assessing asset ownership: How ownership structure influences the distribution and management of assets
  • Utilizing trusts: Strategic use of trusts to protect and provide for both surviving spouses and beneficiaries
  • Managing child support: Addressing ongoing or outstanding child support obligations in estate planning
  • Advising clients with estranged children: Tailoring estate plans to complex family dynamics
  • Excluding stepchildren: Legal and ethical considerations when clients wish to limit inheritance to biological children
  • Mutual wills: Evaluating the benefits and drawbacks in the context of blended families
  • Former spouse entitlements: Understanding the rights of former spouses to claim against the estate

Presented By

Annelie Hovler
Principal Solicitor, Forseti Disability Law Brisbane, QLD

Annelie Hovler is a Queensland-based solicitor with over 20 years’ experience in the legal industry.

She began her career working in legal offices as a legal secretary and later qualified as a paralegal, before completing her law degree while working and raising four children.

Annelie was admitted as a lawyer in Queensland almost a decade ago. During her years in the profession, Annelie has practised across several areas of law and has developed a particular focus and interest on future planning, including wills and estates and succession planning. Her work is strongly centred on supporting families who are planning for the long-term care, protection and financial security of a family member with disability.

In her day-to-day practice, Annelie assists parents and carers to put robust legal structures in place to provide certainty, dignity and peace of mind for the future. She regularly presents on disability-law-related topics to charities, community organisations and not-for-profit providers.

Outside of her legal practice, Annelie enjoys spending time with her family, hiking and bushwalking, and is an active volunteer with a local turtle care group on the Sunshine Coast, monitoring nesting turtles and hatchlings each summer.

Who Should Attend?

This webinar is suitable for succession lawyers – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Information

Lawyers can claim up to 1 CPD unit/point – substantive law. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

OPTIONAL ONLINE QUIZ

We will be adding an optional online quiz to the recording of this webinar to make it interactive in terms of the type of CPD that can be claimed. Upon completion of the quiz the successful registered user will receive a CPD certificate confirming completion and the CPD units/points/hours earned. The online quiz will be available with the recording – typically within 1 to 2 days of the live webinar being held.

WA lawyers – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Jason Hooker on (03) 8601 7709 or email: [email protected]

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