This workshop will provide information about Estate Planning for a family member with a disability.
This event is for families and carers.
Dates
Date: Wednesday 23 August 2022
Time: 7:00 pm – 8:30 pm (VIC)
Location
This is an online event.
About the event
This workshop will provide information about Estate Planning for a family member with a disability.
Estate planning has two sides. First, it relates to lifetime needs and planning issues. Second, it addresses what is to happen when a person dies.
This session highlights how estate planning can:
- anticipate difficulties and potential obstacles
- take advantage of tax ,Centrelink and other concessions
- achieve the objectives of the estate planner.
Participants will gain knowledge about:
- how estate planning works in Australia.
- identifying lifetime estate planning issues
- identifying future wealth transfer issues
- benefit options for beneficiaries
To register
To register, please visit our online registration page.
Presenters
Allan Swan, Director – Estate Planning Equation
Lawyer
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 and is an adjunct lecturer in the College of Law’s applied law master’s program. He is also an instructor for the Leo Cussen Centre for Law, the Law Institute of Victoria 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.
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