Unlock tailored financial strategies for blended families, safeguarding assets and ensuring your legacy endures across generations with clarity and peace of mind.
With estate disputes in blended families steeply on the rise due to poor planning, this session is designed to equip financial advisers with an understanding of the risks and the strategies available to their clients in the estate planning phase to prevent later court battles.
Delivered by Ann Janssen, Divisional Head and Special Counsel, Estate First Lawyers and Kylie Costigan, Special Counsel at Estate First Lawyers. They will take you through a practical case study and help advisers to understand the categories of eligible applicants in family provision claims, what estate vs non-estate assets are open for claim, and estate planning strategies to minimise the estate/reduce the risk of claims.
Australia's Leading Professional Association for the Financial Advice Profession
The Financial Advice Association of Australia (FAAA) is the leading body representing financial planning and financial advice professionals in the Southern Hemisphere. We deliver high-quality learning experiences designed to drive real-world-results for professionals. With thousands of professionals benefiting from our Continuing Professional Development (CPD, PD, CPE, CE) webinars, we’ve helped lawyers, accountants, financial planners, financial advisers, solicitors, fund managers, financial coaches, government officials, insurance and mortgage brokers and many more professionals enhance their skills, stay informed, remain compliant and advance in their careers. We bridge the gap between theory and practice, offering content curated by industry experts to equip you with practical knowledge in high-demand areas. Investing in the FAAA’s professional development content means choosing quality, convenience and credibility. We delve into current issues often with live case studies presented by professionals who walk the talk. Our webinars are not only informative but also practical, providing you with actionable insights that you can apply in your daily practice. Our speakers are from various backgrounds, including law, accounting, finance and more. We specialise in practical training in areas such as Ethics, Regulatory & Compliance, Expat- Tax, Client Care and Technical Competence. Whether you are a professional, recent graduate, manager or lifelong learner, you’ll find practical courses to advance your career with confidence.
Divisional Head & Special Counsel at Estate First Lawyers
Ann has over 20 years' experience in all aspects of estate planning, focusing on complex blended family solutions, testamentary trusts and tax-effective estate planning for business structures. Ann has an Honours degree in Law and a Masters (with distinction) in business administration. She is one of only 39 Queensland Law Society Accredited Specialists in Succession Law, a full member of the International Society of Trusts and Estate Practitioners (STEP) and a member of the Australian Tax Institute.
Special Counsel at Estate First Lawyers
Kylie joined Estate First Lawyers in 2010. She is a dedicated estate practitioner. She has predominantly focused from the outset of her career on estate planning and estate administration law. She brings a rigorous and thorough approach to her work. Kylie is a Queensland Law Society Accredited Specialist in Succession Law. She has an Honours degree in Law and is a full member of the Society of Trusts and Estate Practitioners (STEP).
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
