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Estate Planning Strategies for Blended Families
- 2 hrs
- 2 CPD Points
- 17/03/2027 - 17/03/2027
- Interactive
- From $239.00
- WBR0311_WEP_N_2
Estate Planning Strategies for Blended Families
Date & time: 17 March 2027, 9.00am - 11.15am AEDT
Blended families, where one or both partners have children from a previous relationship, are increasingly common and can present unique estate planning challenges. Balancing the interests of spouses, partners, and children from different relationships requires careful consideration and a well-structured estate planning strategy.
Effective estate planning can help clients achieve their objectives, provide appropriately for intended beneficiaries, and minimise the risk of family conflict, estate disputes, and unintended outcomes.
Join this two-hour live online webinar to explore practical estate planning strategies for blended families. You will:
- Gain an understanding of how to tackle client objectives
- Learn about possible strategies, estate planning advantages, and risks including:
- Outright gifts
- Mutual wills contract
- Discretionary trusts
- Non-estate assets; and
- Be informed about the risks of excluding children from prior relationships
Facilitated by:
- Katelin Whitley, Principal, Bestic Law, and Accredited Specialist, Wills and Estates
Feedback from past attendees:
- “Effective delivery in a meaningful way with helpful illustrations.”
- “The presenter communicated very well and were highly skilled in the area of presentation.”
- “Very useful presentation”
- “Katelin is a clear communicator and is generous with her time and very inclusive”
At the end of this webinar, you may claim 2.5 CPD points.
Course Outline
9.00am: Welcome and overview
9.05am: Session 1
- Outright gifts
- Life estates
- Mutual wills
- Complex families and relationship changes
10.05am: Stretch break
10.15am: Session 2
- Testamentary discretionary trusts
- Superannuation death benefits trusts
- Family trust
- Equalisation clause
- Marriage
- Foreign client/beneficiary
11.15am: Close
Katelin Whitley
Principal, Bestic Law, Accredited Specialist, Wills & Estates and Accredited Specialist in Property Law
Katelin Whitley is the Principal of Bestic Law located in Sydney and the Hunter Valley and practices primarily in succession and trust matters. She was admitted to practice in 2001 and was recognised by the NSW Law Society as an Accredited Wills and Estates Specialist in 2011.
She has considerable experience advising and acting on contested estate litigation including lack of testamentary capacity and undue influence cases, family provision claims, construction of will litigation, and application of the Forfeiture Act. Katelin has represented estates, applicants, and beneficiaries.
She works on both simple and high level estate planning and acts on estate administrations including for large and complex estates.
Katelin has been lecturing in the College of Law Wills & Estates Masters of Law Program since 2017. She has completed Masters of Law at the University of Sydney and Masters of Forensic Mental Health in the UNSW School of Psychiatry. She has also been a member of the Law Society of the NSW Elder Law and Succession Committee since 2012. She is a Notary Public and Accredited Specialist in Property Law since 2021.
The webinar is ideal for solicitors in general practice, lawyers and specialists in elder law, wills and estates, property law, medico law, estate planning specialists, probate lawyers and staff, family law practitioner and new solicitors (years 1-5 in practice).
This webinar is produced in NSW and features a NSW-based practitioner. This webinar is available to all NSW-based practitioners.
All times listed for this course are Australian Eastern Daylight Savings Time (AEDT). Please take note of any time differences if you are registering from QLD, WA, SA, NT or from outside Australia.
The course complies with the mandatory requirements of Substantive Law and Professional Skills.
If you intend to claim CPD units for this educational activity, please note that CPD activities are not accredited by the Law Society of NSW or any other equivalent local authority, with the exception of Western Australia. If you hold a practising certificate in a state or territory other than Western Australia and this educational activity extends your knowledge and skills in areas that are relevant to your practice needs or professional development, then you should claim one (1) "unit” for each hour of attendance, refreshment breaks not included. The annual requirement is ten (10) CPD units each year from 1 April to 31 March. Some practitioners, such as accredited specialists are required to complete more than ten (10) units each CPD year.
Practitioners holding WA practising certificates are not eligible to earn CPD points for this course.
Please be aware that this webinar organised by the College of Law may be recorded for use on our websites, marketing materials and publications. By attending and participating in a College of Law Continuing Professional Development course, you consent to the College of Law photographing or recording and using your image and likeness and/or voice.
Excellent workshop, appreciated the wealth of knowledge and experience.
Past Attendee
Highly relevant material and a great training overall.
Past Attendee
Presenter was exceptional, well informed and engaging. The course was well presented. Use of case studies and scenarios helped explain the content.
Past Attendee
Content and case law were relevant and up to date, great format and well-paced delivery.
Past Attendee
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