2 CPD Units in Professional Skills
Date: Tuesday 28 July 20020
Time: 10.00am – 12.00pm
Presenter: Allan Swan - Estate Planning Equation – Preventative Law
Will & Testamentary Trust Drafting
- Recent developments impacting on Will drafting
- Beneficiary asset protection – creditor & estate challenge
- Minimising exposure to family law claims on beneficiaries
- Superannuation & Australian Wills
- Family trusts & Australian Wills
- Beneficiary controlled testamentary trusts
- Income tax concessions & restrictions
Materials will include an example of Will creating testamentary trusts and a PowerPoint presentation.
About the Presenter:
Allan Swan works with private clients and their accountants, financial advisors and legal practitioners relating to the legal aspects of the following areas of Preventative Law:
- Asset Protection
- Deceased Estate Taxation
- Dispute Prevention
- Estate Planning
- Preventative Law Strategy
- Special Disability & Protective Trusts
- Structuring
- Superannuation
- Tax Considerations
- Testamentary & Family Trusts
Allan also provides practitioner training and speaking services in the above areas, is an adjunct lecturer in the College of Law’s applied law master’s program, an instructor for the Leo Cussen Centre for Law, the Law Institute of Victoria, CPA Australia and other professional bodies. Allan is accredited as a STEP Trust and Estate Practitioner.
Allan holds degrees in Law and Economics and a Graduate Diploma in Financial Services.
