COURSE CATEGORY
Professional Skills
Protecting your older clients and their assets
Western Australia Customers
Please note this course has not been updated in the last twelve months and does not satisfy the requirements for CPD in WA.
Published on 26 July 2021
This course examines the complexities of modern family structures and the ways lawyers can protect and ultimately transfer the assets of older clients.
Phillip McGowen, Partner, McCullough Robertson Lawyers will guide you through a broad range of approaches of asset protection including:
- Wills
- Testamentary Trusts
- Life Interests
- Powers of Attorney
- Binding Financial Agreements
- Business Agreements
- Tips for strategy preparation and implementation
Completion of this course will earn you 1 CPD unit.
TARGET AUDIENCE
Solicitors in general practice, lawyers and specialists in elder law, wills and estates, property law, estate planning, probate lawyers and staff, family law practitioners and more.
CPD POINTS
1
TYPE
Video based interactive module
Phillip McGowen
Partner, McCullough Robertson Lawyers
Phillip has worked exclusively in the areas of wills and estates and their related aspects for over 25 years. He has a wealth of experience in estate planning, estate administration and estate litigation
As an estate planner, Phillip specialises in complex inter-generational wealth protection and wealth transfer strategies for private clients. Phillip works closely with accountants, lawyers and financial advisors to assist clients to organise their affairs.
He has presented and chaired numerous seminars on will making, estate planning and estate litigation for the Taxation Institute of Australia, the Queensland Law Society Incorporated, The Law Society of New South Wales, LexisNexis, Legalwise and TEN, Western Sydney University and University of New South Wales.
Phillip was the inaugural editor of the text ‘Wills, Probate and Administration Practice (New South Wales)’. Phillip is listed as a recommended leading wills & estates litigation lawyer by Doyle’s Guide.
