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Getting your estate planning right in the COVID-19 crisis

Published on 01 May 2020 | Took place at Online, VIC

When crisis occur, the importance of estate planning is critical for clients and their advisers. This session considered:

  • the importance of reviewing the estate plan
  • separation, divorce and their impact on the estate plan
  • can you protect the family jewels the children will inherit?
  • the bank of mum and dad…
  • de facto partners vs domestic partners and where it matters.

Individual sessions

Getting your estate planning right in the COVID-19 crisis

Author(s):  William Moore

This paper covers:

  • the importance of reviewing the estate plan
  • separation, divorce and the estate plan
  • protecting the family jewels?
  • bank of mum & dad
  • domestic partners and de factos…any difference?
Materials from this session: