The use of multiple wills is one of the most effective estate planning strategies available to save and, sometimes, completely avoid estate administration tax on death. Therefore, careful drafting is required to ensure that the intended outcome is achieved. Whether drafting a primary or secondary Will or a Power of Attorney, much danger exists in relying on a boilerplate document. Taking into account all of the client’s circumstances means that a Wills & Estates lawyer must be diligent and strategic. If you are you starting out as a Wills & Estates lawyer, or have some experience under your belt but need a refresher, then you’ll want to join our panel of seasoned lawyers from the Bar as they: - Explain the importance of secondary will drafting, when to use one and how to avoid potential liability. - Discuss unique issues that arise in will drafting from dependant claims and US beneficiaries, to second marriages and joint assets. - Review, and comment on, Power of Attorney clauses. Plus, you’ll walk away with precedents and other practical information that you can apply right away! Secondary Will Drafting - Tips, Precedents and Traps - When to recommend - Avoiding potential liability - Reporting to clients - Important provisions - Joint assets clauses Unique Issues That Arise in Will Drafting: - Dependent Claims - Born out of wedlock - US beneficiaries - Henson Trusts - Foreign Assets - Second Marriages - Appointment of Special Trustees - Joint assets - Marriage Contracts - Gifts to Charities Review and comment on existing format and Power of Attorney Clauses. Presenters: Jordan Atin Ian M. Hull Jenny Pho Suzana Popovic-Montag