Close
My Cart (0 items)

Login to TEN

Privacy Policy
Return
My Cart (0 items)
110856
Recorded Webinars

Recorded Interactive Webinar: Till Death Do Us Part: Mastering Mutual Wills for Blended Families and Asset Protection

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

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, NSW
Cameron Cowley is based in the Roberts + Morrow Armidale office as part of the Tax + Legal team. He is a lawyer and has been practicing for 18 years in commercial and corporate law and estate planning. Assisting SME businesses with their legal needs including mergers and acquisitions, leasing, contract review and negotiations and corporate governance matters such as shareholder and unitholder agreements. He also practices in estate planning and enjoys assisting families design and implement the plan for their farm and/or business to pass to the next generation. Cameron is an accredited specialist in Business Law with the Law Society of New South Wales, a member of the international Society of Trusts and Estate Practitioners (STEP) and a member of the Commercial Law Association of Australia.

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.

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]

Go to top