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Recorded Webinars

Recorded Webinar: Preparing for the Unexpected: Estate Planning for Young Families

The thought of death is a long way from the minds of those middle-aged or younger, but the importance of estate planning cannot be under-estimated for families with dependent children. This session will highlight the essential considerations for planning asset protection and finan
PRESENTED BY Sam Baring Special Counsel - Hall & Wilcox , Melbourne

Date/Time

About the Webinar

The thought of death is a long way from the minds of those middle-aged or younger, but the importance of estate planning cannot be under-estimated for families with dependent children. This session will highlight the essential considerations for planning asset protection and financial support of young families, including:

  • Determining the goals of estate planning for younger families
  • Advising on insurance, guardianship and other protections in the event of death or incapacity
  • Making the most of superannuation and the tax treatment of benefits to dependants
  • The benefits of testamentary trusts for under18 year olds
  • Management of social media and other digital footprints and assets
  • Factoring a family business into the estate planning mix
  • Powers of attorney and other tools

Presented By

Sam Baring
Special Counsel, Hall & Wilcox Melbourne, Vic

Sam specialises in helping clients work through and achieve their estate and succession planning goals. He also has extensive experience in advising self-managed superannuation fund trustees and members regarding establishing, varying and administering their self-managed superannuation funds.

Sam is driven to achieve positive outcomes for his clients in their personal and business succession planning and enjoys the challenge of guiding his clients through this difficult process in a sensitive yet practical manner. He listens to his clients and considers all the issues to understand them, before creating a tailored strategy to meet their specific needs.

Sam has worked with a broad range of clients, from those with young families to some of Australia’s largest family groups, as well as business owners and people transitioning into retirement. This has provided Sam with a practical insight into a broad range of issues that can arise at all stages in life.

Sam is a full member of the Law Institute of Victoria and has been named in the 2018 and 2019 Doyles Guide as a ‘Rising Star’ in the field of Australian Wills, Estates & Succession Planning.

Who Should Attend?

This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Information

Accountants can claim up to 1 CPD hour. 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.

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, Lisa Tran on (03) 8601 7709 or email: [email protected]

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