Estate planning and charitable giving: Essentials for practitioners
Clients work hard to build a nest egg for themselves and their family, and many have ambitions to give back to their community by supporting charitable purposes. Using case studies of families doing good using effective estate planning, this session will cover a range of topics to help you support your clients to 'do good' through the estate planning process, including ways a client can give both during their lifetime and through their will, and the things you need to consider and avoid when doing good via a will.
Marie Brownell, National Manager Estate Planning, Equity Trustees
Marie is a Senior estate Planning solicitor at Equity Trustees. Prior to that role, she worked in private practice and for Australia’s largest trustee companies, working exclusively in the area of wills, estates and trusts. Marie has over 18 years’ experience in administering and advising clients on estates and trusts matters and over a decade of estate planning experience. Marie works directly with risk advisers, financial planners, accountants and individuals in providing expert, tailored advice on all aspects of estate planning. Marie was admitted as a solicitor in 2004 and in 2009 became a New South Wales Law Society Accredited Specialist in Will and Estates Law. Since that time, Marie has lectured at University of Western Sydney in the subject of Planning for retirement as part of the postgraduate Masters degree in Financial Planning. Marie also lecture at the collect of Law in the subject of Complex Issues in Estate Administration, Foundations of Estate Planning and estate Planning Capstone as part of the Master of Applied Law (Wills and Estates).
Denise Cheng, Relationship Manager Philanthropy, Equity Trustees
For over 20 years Denise has been building relationships with clients – supporting them to meet their goals and business outcomes. After completing her Bachelor of Business at the University of Technology (Sydney), Denise worked for organisations include Deloitte, DLA Philips Fox and the Law Society of NSW. Denise entered the for-purpose sector in 2013 and has been with Equity Trustees since 2018 and is dedicated to promoting the culture of philanthropy in Australia and supporting clients on their personal giving journey.
- This is an on-demand webinar you can watch at anytime - a link and password will be sent to you when you register.
- Members will earn 1 CPD point in core area 4
- This event was recorded at the 8th Annual ACT Wills & Estates Conference, held on Friday 25 February 2022
- This recording will expire on 31 December 2022.
- Online tickets: $44
|Webinar ticket||$44.00(GST incl.)||Register|
Sponsors & Supporters
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legalsuper is the industry super fund for Australia’s legal community. With personal service for every member, we can help you to maximise your super, consolidate accounts, adjust insurance or investments, plan for retirement and more. Contact Guy Mahony on 0477 401 151 or email@example.com to book your free appointment today — meetings can be conducted by phone or on Zoom.