Wills and Lifetime PlanningVIC

This comprehensive legal publication allows practitioners to confidently prepare wills, powers of attorney, and advanced care directives for clients in Victoria.

The guides follow comprehensive and methodical Retainer Instructions designed to assist with all matters, whether for a single client or complex families, including where the clients have an extensive or complicated asset portfolio.

The publication includes specific guidance on supportive attorney appointments, medical treatment powers, and support person appointments.

Precedents include various ways to deal with blended families, superannuation death benefits and rights to occupy.

The commentary, which has been prepared by experienced legal practitioners, includes discussion of tax treatment for superannuation, use of testamentary trusts, family provision considerations, and dealing with assets in multiple jurisdictions.

Lawyers can take the worry and risk out of will drafting and maximise its value to their practice by using this excellent and easy-to-follow publication.

Also included is 101 Succession Answers, which is a useful reference guide.

Precedents provided with this publication include:

• Wills for individual, spouses, and blended families, and that create testamentary discretionary trusts;
• Library of clauses, deeds, contracts, and codicils;
• Library of attestation clauses;
• Testamentary capacity checklist;
• All instruments made under the Powers of Attorney Act and the Medical Treatment Planning and Decisions Act;
• Suite of client letters at different stages of the process.