Masterclass: Wills With Testamentary Trusts2019-02-13T02:33:18+00:00

You’re invited to the 1 CPD Point Webinar

Masterclass: Wills With Testamentary Discretionary Trusts

Learn new, high-tech ways to confidently produce top-tier quality, higher-value wills for your clients.

Do your clients deserve to know that a modest estate worth $800,000 can save more than $155,000 in unnecessary taxes with a testamentary discretionary trust?

Sure they do! As professionals, it’s our duty to inform them of this, and in the New Law world, smarter estate planning is no longer a benefit reserved only for the wealthy elite.

Advances in technology have placed top-tier level drafting power in the hands of small firm lawyers, and thereby made smarter estate planning accessible to everyone.

In this masterclass – taught by Mike Fitzpatrick, former Head of Estate Planning at PwC and renowned authority on estate planning – you’ll discover how new technology is empowering you to deliver more valuable estate planning solutions to your clients today.

$189.00 incl. GST

Fully subsidised ticket available.

Your ticket is reserved for 180 seconds

REGISTER FOR OTHER EVENTS

Masterclass: Wills With Testamentary Discretionary Trusts

Learn new, high-tech ways to confidently produce top-tier quality, higher-value wills for your clients.

$189.00 incl. GST

Full subsidised ticket available.

REGISTER FOR OTHER EVENTS

Do your clients deserve to know that a modest estate worth $800,000 can save more than $155,000 in unnecessary taxes with a testamentary discretionary trust?

Sure they do! As professionals, it’s our duty to inform them of this, and in the New Law world, smarter estate planning is no longer a benefit reserved only for the wealthy elite.

Advances in technology have placed top-tier level drafting power in the hands of small firm lawyers, and thereby made smarter estate planning accessible to everyone.

In this masterclass – taught by Mike Fitzpatrick, former Head of Estate Planning at PwC and renowned authority on estate planning – you’ll discover how new technology is empowering you to deliver more valuable estate planning solutions to your clients today.

What you will get from this webinar:

  • Better understand testamentary discretionary trusts
  • Learn how to avoid gifts that fail
  • Become more confident at will drafting
  • Discover how to draft higher-quality wills using new technology

You should attend this webinar if you currently …

  • Refer wills away → learn how to confidently keep the work
  • Do only so-called “simple” wills → learn how to produce higher-value wills today
  • Work in a time-consuming, manual way → discover new, high-tech methods to slash time/costs

What you will get from this webinar:

  • Better understand testamentary discretionary trusts
  • Learn how to avoid gifts that fail
  • Become more confident at will drafting
  • Discover how to draft higher-quality wills using new technology

You should attend this webinar if you currently …

  • Refer wills away → learn how to confidently keep the work
  • Do only so-called “simple” wills → learn how to produce higher-value wills today
  • Work in a time-consuming, manual way → discover new, high-tech methods to slash time/costs

CPD PRESENTERS

MIKE FITZPATRICK

Former Head of Estate Planning, PwC
Mike Fitzpatrick: Ex-PwC Head of Estate Planning

Mike is widely regarded as the foremost authority on estate planning in Australia. With more than 40 years’ experience, he is a sought-after spokesman and knowledgeable presenter on the finer points of estate planning.

DAVID LIPWORTH

Head of Legal,
Smarter Drafter

David Lipworth: Head of Legal and CTO at Smarter Drafter

David worked for many years in top-tier law firms, including Allens Linklaters, Clifford Chance and Baker Mckenzie, before becoming a thought leader and innovator in artificial intelligence and automation for lawyers.

ADAM LONG

CEO,
Smarter Drafter

Adam Long: CEO at Smarter Drafter

Adam’s experience as a strategist for companies like ANZ, HP and Marsh & McLellan means he brings new insights and a deep understanding of how technology is reshaping professional services.

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