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ESTATE PLANNING
Dear ,

Have you considered what would happen to your assets
if you were to suddenly lose capacity
or die tomorrow?

Unfortunately loss of capacity and death can strike at any age and at any time and it is important to be prepared.

Do you have a Will, enduring power of attorney and an appointment of an enduring guardian? If so, are those documents up-to-date? Does your Will provide for outright gifts or testamentary trusts?

Have you also planned for those assets which fall outside of your estate such as superannuation and family trusts?

Is there anyone who is likely to challenge your estate when you die and, if so, are there any steps which can be taken now to provide greater protection to your estate?

These are some of the questions which will be covered in our upcoming Estate Planning Boardroom Lunch.

Anthea McIntyre, Director and Principal Solicitor at McIntyre Legal Pty Ltd, will share a wealth of information to assist you with your estate planning. She will also be able to answer any questions you may have regarding your personal circumstances.

Presented by
 
Wednesday 14 September
 
Time
12:15pm arrival
1:30pm finish

 
Venue
McSweeney CA
Level 15, 799 Pacific Highway
Chatswood NSW 2067

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Guest Speaker
 
Anthea McIntyre
BA (Psychology), LLB (Hons I), Dip Leg Prac

Anthea has been practising as a lawyer for over 15 years and is admitted in the Supreme Court of New South Wales, Federal Court of Australia and High Court of Australia.


Anthea is passionate about estate planning with families. Prior to establishing her own law firm, Anthea was a Senior Associate for 8 years at Australia’s top tier law firm, Herbert Smith Freehills, and was also a Senior Policy Advisor and General Counsel at the Australian Institute of Company Directors for 2 years.
Should you have any questions please contact me on (02) 9325 5777 or email david@mcsweeneyca.com.au.

Kind regards,

David McSweeney
 

 

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