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- This event has passed.
Talk by Rick Cullen
November 23, 2023 @ 10:00 am - 11:30 am
As an extension of their sponsorship contribution, Cullen Macleod is holding an informative session for all members on ‘Wills and Succession Planning’, designed to provide clarity, guidance and peace of mind in relation to an individual’s future and wishes. The session will include:
- Enduring Power of Attorney: Who will handle your affairs when you are unable to? How to ensure your wishes are followed.
- Ensuring Power of Guardianship: How does this differ from a Power of Attorney and when is it applicable?
- Advanced Health Directive: Its significance and how it empowers you even when you are not in a position to communicate.
- Crafting your Will: Why do we need a will? Explore the benefits of having a well-drafted, up-to-date will and the peace of mind it brings.
- What if there is No Will: Navigate the intricate journey of what happens when there is no will in place – who benefits?
- Challenges and Claimant Disputes: What are the reasons behind disputes and how to navigate these.
- Assets Beyond Direct Ownership: From shared properties to trust funds, understand the maze of assets that might not be directly yours but still linked to you.
- Special Disability Trusts: As a subject of Centrelink scrutiny, understand why these trusts are under the spotlight and the role they play in estate planning.
Why Attend? This is a great opportunity to gain clarity and confidence in planning your affairs, engage with experts in the field for advice, equip yourself with knowledge to make informed decisions, and secure your family’s future with foresight; and Cullen Macleod look forward to guiding us through this crucial journey. Morning tea will be provided.
Where and When: Thursday, Nov 23, 10am at the CTC clubhouse
Please RSVP by 5.00pm Monday 20 November to: news@cottesloetennis.com.au