15 July 2020
Experien and Barry.Nilsson. - The Importance of Estate Planning Webinar
Estate planning helps to ensure that, on your death, your assets will be managed and transferred according to your wishes, in the most financially efficient and tax-effective way, to the people you wish to benefit. You also need to ensure that you have documentation in place to enable a trusted person to deal with your financial and medical affairs, should the need arise, due to unforeseen circumstances, incapacity or illness during your lifetime and prior to your death.
Hosted by Tony Snoyman from Experien Financial Services, Joanne Carusi and Emma Blay from Barry.Nilsson. lawyers discuss the importance of estate planning and answer many of the common questions that we regularly get asked.
In this webinar, their simple explanations around important planning issues such as testamentary trusts and enduring powers of attorney are sure to clarify any nagging questions you have in this complicated and often frightening space.
Joanne is a Special Counsel and heads up the Wills & Estate team at Barry.Nilsson. With more than 30 years' experience in law, Joanne has spent the last 15 years practising exclusively in:
- Estate planning and Succession law
- Wills (incorporating testamentary trusts/special disability/protective trusts and other complex structuring)
- Powers of attorney and Guardianship legislation
- Business structuring and asset protection
- Estate administration and estate disputes
- Elder law and Elder law abuse
The stakes are high in Estate Planning. To keep wealth in the family, you need to do it right. Joanne is passionate in helping clients navigate their way through this often complex area of law to achieve their best possible outcome.
Emma is an Associate in the Wills & Estates team. She joined Barry.Nilsson. in September 2018. Having worked exclusively in Wills & Estates since her admission in 2014, she has experience in all aspects of:
- Estate Planning
- Deceased Estates and Estate Litigation
- Guardianship and Elder Law
Emma's particular area of interest is handling complex estate administration matters, such as Family Provision Applications, removal of executors, informal wills, will construction applications, foreign grants/reseals of probate, issues with testamentary capacity and validity of Wills.
Tony is the CEO and Financial Adviser at Experien Financial Services. He has over 25 years’ experience in the financial services sector across the life insurance and the wealth management industry. Over this time period Tony has provided superannuation advice to individuals, corporations and government. He provides professional advice and service to clients and can help with the following:
- Retirement Planning
- Financial modelling
- Managed Investment Schemes
- Investing for Self Managed Super Funds.