This session was recorded on 12 March 2024 as part of the Elder law, wills and probate: One day intensive – live webinar.

Estate planning for blended families – Paul Evans, Partner, Makinson d’Apice Lawyers

Blended families, where one or both spouses have children from a prior relationship are today increasingly common. Inevitably, with a blended family situation, there will be a multitude of competing needs and obligations. Skillful estate planning can address those needs and obligations and as far as possible keep conflict within the family to a minimum. 

The presentation will examine types of blended families, provide an understanding of how to tackle your clients' objectives, and the potential for family provision claims. It will also cover possible strategies to include: 

• Outright gifts
•  Mutual wills contracts 
•  Life interests and rights to reside 
•  Superannuation and family trusts