As part of our commitment to ongoing education for our giving community, we are delighted to invite you to a free workshop, Estate Planning Insights. This 2-hour session will provide practical guidance on up-to-date estate planning, appropriate for your age and stage of life.

It’s a topic often avoided, but getting your estate in shape sooner rather than later means peace of mind, knowing your loved ones will be taken care of and your wishes respected.

One of Australia’s leading experts in wills, estates, and succession planning, Emma Woolley, Chair of Partners and Head of Family Office Advisory at Hall & Wilcox, will provide insights, tips and examples as she guides us through the key opportunities and challenges in wills and estate planning.

You’ll learn about:

• When and why to deal with estate planning
• Family law and how it intersects with estate law
• Issues of capacity – executors and powers of attorney
• Estate disputes – how to avoid them and what to do when you can’t
• Digital estate planning – what to be aware of with online assets and profiles
• Superannuation and your estate
• Gifts in wills.  

Light refreshments will be provided.

Spaces are limited, so please RSVP at your earliest convenience. We look forward to seeing you on September 13th.

Please note: This event will take place online via Zoom and in person at Hall & Wilcox, Level 11, Rialto South Tower, 525 Collins Street, Melbourne VIC 3000 at 1.30pm AEST for a 2pm start on 13 September.

Wednesday 13 September
1.30pm for 2:00pm – 4.00pm AEST

This event will be held in person at Hall & Wilcox and online. Online registrants will be sent a link on the day to join via Zoom.

Emma Woolley, Chair of Partners & Head of Family Office Advisory, Hall & Wilcox

Emma is Chair of Partners at Hall & Wilcox, specialising in wills, estates and succession planning. She has extensive experience in advising clients in estate planning and administration, trust establishment, trust estate disputes, and structuring for succession of ownership and control of private and family businesses. She is a member of the Law Institute of Victoria, the Inner Temple (Barristers’ Inn of Court, London) and the Society of Trust and Estate Practitioners. Emma served on the Australian Communities Foundation Board from 2012 until 2021, and remains involved in our giving community as an ACF Friend and fundholder of the Woolley Family Fund.

Register

This session is open to Australian Communities Foundation fundholders. Contact us to register.