Materials comprised of a Paper and PowerPoint Handout. 

Presenters:

Henry Stokes, Group General Counsel & Company Secretariat, Perpetual Guardian

Theresa Donnelly, Legal Services Manager, Perpetual Guardian

Synopsis:

#advisingthemodernbradybunch

While the Brady Bunch-type family used to be a rarity, today it’s much more commonplace. When it comes to drafting wills in this context, what issues can arise, what special considerations apply and what can go wrong? 

Presented by two experts in this area, these materials highlight the various issues of which will-drafters need to be aware, the considerations that apply and clauses to address them, and case law to reflect what has happened when things have gone wrong. A case study will be used to assist attendees. 

These Materials will help you:

• Become better apprised of the issues potentially at play, including the challenge of balancing competing interests.
• Refresh your knowledge of the considerations that apply and the options available for addressing them, such as mirror wills, life interest conditions, licences to occupy, inheritance trusts, acknowledgements by the will-maker, deeds of family arrangement, use of life insurances to balance competing interests, and whether an independent executor is required.
• Benefit from sample clauses and a checklist to accord with best practice.
• Become updated on case law showing what can go wrong in these situations.
• Deepen your understanding through the use of case studies.

Intended Audience:

Anyone doing private client work, including general practitioners and legal executives.