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Estate Planning: more than just a will – Lunch, Perth WA

Date: 14 November 2018 12:00 PM – 1:30 PM
Location: HHG Legal Group – Level 1, 16 Parliament Pl. West Perth, WA

BUSINESS WOMEN AUSTRALIA – NOVEMBER BOARDROOM LUNCH AT HHG LEGAL GROUP

There is a lot more to Estate Planning than having a Will.

Join us for the opportunity to hear from two of HHG Legal Group’s most highly regarded Wills and estate planning lawyers. Janene Bon and Lucy Ferreira. The lawyers bring impressive experience in the preparation of all types of Wills and comprehensive estate planning, including enduring power of attorney and enduring power of guardianship, executor services (probate) and administration of intestate estates (where there is no valid Will).

This is your chance to tap into the knowledge of two exceptional wills and probate lawyers with the opportunity for a Q&A.

There are many questions that often arise in relation to estate planning that you might want to hear about;

  • Should grandchildren, property, investments, charities or a family business be considered in the process?
  • What is the tax liability that could impact on my executor and beneficiaries?
  • Do I need an advanced health directive (a living Will)?
  • How do I deal with my divorce and/or blended family in my Will?
  • Who should I leave my superannuation to, and how do I make it happen?
  • How can estate planning be used as part of an asset protection plan?

Join us for an informative working lunch, a great discussion and be informed about the importance of Estate Planning. Members, non-members and guests are welcome.

Includes a light lunch and refreshments, hosted by HHG Legal Group.

About Janene Bon (Of Counsel) and Lucy Ferreira (Senior Associate)

Lucy is a Senior Associate at HHG and advises clients in the areas of succession planning, estate administration, trusts, asset protection and superannuation. She regularly assists clients, to formulate and implement multigenerational succession plans and provide advice on asset protection. She has expertise on defensive will provisions and integration with other business structures regarding control and ongoing operation post death. Many of Lucy’s clients are professionals and executives requiring strategic estate planning advice. Her expertise also includes all aspects of the administration of deceased estates including probate applications and estate administration. She is a member of the Society of Trust & Estate Practitioners (STEP), Law Society of Western Australia and Business Women Australia. Lucy is also fluent in Portuguese and Afrikaans.

Janene is Of Counsel at HHG Legal Group headin g the Wills & Estates team. She brings extensive experience in Estate and Succession PlanningTrusts,SuperannuationDeceased Estates, and Property Law. As well as the legal profession, she has worked in the Estate Planning and Estate Administration areas with the banking and financial sectors. During her career, Janene has worked with many high profile and successful individuals, families and businesses and has assisted charitable and not for profit organisations with legal advice and bequest programs. With qualifications in law and financial planning, together with many years working closely with accountants, financial advisers and other legal professionals, Janene brings a practical focus to these areas, with the ability to keep the process simple and to communicate effectively. She is an experienced public speaker and presents regularly to the accounting, financial and legal professions, clients, professional associations and business groups.

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