Wills and Estates - Everything you need to know.
Event description
Becoming well informed about wills, trusts and estate planning is necessary to secure the financial future of your loved ones. During this one hour workshop, Principal solicitor Andrew Rothfield, from PW Lawyers will explain how to arrange your estate, prepare a will, and the various ins and outs of setting up a trust specifically for a relative or loved one.
This workshop is hosted as a small group session where specific individual questions will be answered.
This workshop will provide participants with practical information on the following topics:
- Why and how to write and update a will
- Ways in which to ensure your loved one is protected when you pass away
- The types of trusts available, including the differences between discretionary and Non-discretionary, Testamentary and Inter-vivos
- The tax advantages of a testamentary trust
- Tips for finding the right lawyer for you and your family
Cost: It is $5.00 to secure your seat at this workshop. All money raised will be split between the Killara Rural Fire Brigade, and the Humanitix charity of choice - Nutrition for school children.
About Our Facilitator:
Andrew is a Principal Solicitor at PW Lawyers specialising in estate planning, estate litigation, and family provision claims. He is also highly skilled in conveyancing and property law.
Education:
Bachelor of Laws (LLB) (Hons) – the University of Technology, Sydney Bachelor of Engineering (B.E.) (Hons) – University of Sydney
PW Lawyers is a boutique law firm established in 1996 and based in Lindfield. www.pwlawyers.com.au