Recorded Interactive Webinar: Till Death Do Us Part: Mastering Mutual Wills for Blended Families and Asset Protection
Date/Time
About the Webinar
Mutual wills promise certainty in estate planning for couples wanting to protect both their partner and children from previous relationships, but they come with risks. In this session, we will analyse the distinctions between mutual and mirror wills and the legal requirements for enforceability, including:
- The legal distinction between binding mutual wills and reciprocal mirror wills
- Drafting tips for clear evidence, intentional language, and irrevocable agreements
- Identifying when mutual wills work best versus when they create unsuitable rigidity
- Flexible mutual will structures
- Protecting specific assets for bloodline preservation while allowing flexibility for future windfalls and acquisitions
- Coordinating mutual wills with joint tenancy modifications and ownership agreements to achieve testamentary objectives
- Managing changing circumstances through regular reviews, separation protocols, and when mutual agreements should be dissolved
Presented By
Cameron Cowley
Special Counsel - Business Law Accredited Specialist, Roberts and Morrow Armidale, NSWWho 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
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]