Wills Masterclass Part 2

Wills Masterclass Part 2
Available by webinar only

2 CPD Units in Professional Skills

Date: Thursday 30  July 20020
10.00am – 12.00pm

Presenter: Allan Swan - Estate Planning Equation – Preventative Law

Will and Special Purpose Testamentary Trust Drafting

  • Fixed life interests & capital reserved trusts
  • CGT – specific v present entitlement
  • Income tax – deceased estates, life interests & other testamentary trusts
  • Capital gains tax
  • Vulnerable adult family members & means tested pension eligibility
  • Special disability trusts

Materials will include an example of Will creating executor controlled 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.

30/07/2020 10:00 AM - 12:00 PM

Sign In


Thursday, 30 July 2020

10:00 AM - 12:00 PM
30/07/2020 10:00 AM

Terms and Conditions:

Cancellations: Payment in full of the registration fee is required to be made at least five working days prior to the event.  Previously paid registrations are transferable subject to the alternate attendee being eligible to register at the same registration fee (that is a practitioner who is not a Society member is not eligible to attend in place of a member without the price differential having been paid. Any person who has registered and paid to attend an event but is subsequently unable to do so and does not wish to transfer the registration is able to apply to the Society for a refund, however such refunds (in whole or in part) will be at the discretion of the Law Society subject to the circumstances and any external costs paid by the Society which cannot be recovered by us.
MCPD Units: Any MCPD Units listed are only provided as a guide and attendees must satisfy themselves about the nature and quantity of MCPD Units they can claim for the activity. Please refer to the MCPD Guidelines for details at www.lawsocietysa.asn.au/mcpd
Privacy Statement: 
By attending this event you consent to the use, reproduction, editing and/or broadcast by the Law Society of South Australia of any and all photographs, video recordings and audio recordings of you taken by or on behalf of the Law Society of South Australia without compensation to you. All prints, video recordings and audio recordings shall constitute the property of the Law Society of South Australia solely and completely. 
In addition to administering this event, unless you advise otherwise, the personal information you provide to us may be used to inform you of  future professional development events and may be disclosed in the event delegate list available to speakers, sponsors and delegates. This information may also be used by the Society in the course of, or for the purpose of, performing its various membership and regulatory functions. Information may only be provided to third parties to achieve these goals in accordance with our Privacy Policy a copy of which is available here.
Webinar Cost: Unless otherwise stated, the cost to attend events via webinar is the same as attending in person or $80, whichever is greater.  The cost for students to attend via webinar is the same as attending in person or $35, whichever is greater. Country Practitioners (as defined by the Law Society of South Australia) are exempt from the minimum webinar charges and will be charged the same rate as attending in person.