Full Record

Will drafting (part 1) -- Wills that don't work -- Scope of Australian wills -- Recent developments impacting on wills -- Payment choices for superannuation death benefits -- Superannuation death benefits testamentary trust -- Dependants ? 4 definitions -- Superannuation death benefits taxation -- Transfer balance cap -- Types of testamentary trusts -- Control of testamentary trusts -- (Default) beneficiary controlled testamentary trust -- Drafting BCTTs -- Jurisdiction of Family Court -- Benefits of BCTTs - family law -- Testamentary trust options -- Class of (potential) beneficiaries -- Prospective primary beneficiary testamentary trust -- Unpaid present entitlements (UPEs) -- Main residence tax exemptions -- Main Residence & non-residents -- Adjustment clause in wills -- Illustrated document 1 -- Trust income definitions -- Requirements for effective gifts -- Parent to child loans -- Secured loans to related parties -- Security alternatives -- Unsecured loan -- Will drafting (part 2) -- Centrelink means testing -- Types of testamentary trusts -- Control of testamentary trusts -- Capital reserved testamentary trust -- Drafting capital reserved trusts -- Education testamentary trust -- Planning issues for education trusts -- Life interests v standard death benefits pensions -- Fixed life interest
(income generating) -- Drafting fixed life interests -- Fixed or portable life interests - who pays ongoing costs -- Right of occupation -- Accommodation fund -- Drafting accommodation funds -- Vulnerable adult family members -- Priorities for protective trusts -- Special disability trust -- Parents establishing special disability trusts -- Drafting special disability trusts -- All needs protective trust -- Drafting all needs protective trust -- Types of philanthropic trusts -- Statutory wills & codicils -- Parent to child loans -- Unsecured loans -- Security alternatives -- Secured loans to related parties -- Deceased estate - income tax stages