Mutual will agreements (MWAs) - Current state of play. 16 June 2022

Host group
Host Left
Hosted by
STEP Western Australia
Event Type
Meeting/Seminar
Date
Venue

HHG Legal Group
Level 8, Cloisters Square, 863 Hay St
Perth WA 6000
Australia

The seminar will cover:

  • Brief overview as to the origins of MWAs
  • Perceived role in practice of MWAs
  • Requirements for establishing a MWA
  • Importance of accurate drafting
  • Interplay with Family Provision Act claims
  • Risks of MWAs and possible alternatives

About the speaker:

Lee-Ann Cartoon is an experienced tax and succession planning lawyer. She has worked throughout Australia and the UK advising clients ranging from global financial institutions and multinational energy and resource companies to high net wealth individuals. Lee-Ann's experience has given her an appreciation of the importance of approaching any matter commercially, logically and with the client's end goal front of mind. Lee-Ann has developed a particular interest in the area of complex estate and succession planning and regularly advises and presents across these areas. Lee-Ann is a STEP WA Committee member and also sits on the state and national STEP membership and promotion sub-committees.

Cost group
Event Cost
Australian Dollar
50.00
Members
Australian Dollar
120.00
Non-member
Schedule
17:30-19:30
CPD Points
CPD Certificates are not automatically supplied following an event. Should you require a CPD certificate confirming your attendance at an event please contact the person on the calendar listing to request this.
1 CPD point in Competency Area 4 (Substantive Law)
Register Here
Payment Options
Debit card
Credit card
Contact
Janelle Walsh
08 9426 4711
[email protected]
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