Peter D. Clarke
Barrister & Solicitor
Duncraig Western Australia 6023
Telephone (08) 9246 5671
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Overview
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Buy-sell agreements
Wills
Overview of Wills
Where to start - Wills
Why the need for a Will?
Wills and Estate Planning -- different phases of life
Why you need an Estate Plan
Estate Planning
Succession planning
Planning for today and the future
Procedure
Background Information
The Basics
Binding Nominations
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Capacity Issues
Will Types
Quick guide
Basic Will
Basic Will (spouse and children)
Basic Will (spouse and children) – Reciprocal Wills
Basic Will (children)
Basic Plus Will
Basic Plus Will (spouse and children) – reciprocal Wills
Advantages and disadvantages
Standard Will
Additional matters Standard Will
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Standard Plus Will
Tax Effective Will
Tax Effective Will - who for?
Will with full discretionary trust
Mutual Wills
examples
Testamentary Trusts
Costs