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Lav Chhabra – Estate Planning for Complex Families

April 10, 2024
CPD, Professional Development

In this session, Lav Chhabra (Principal, Perpetuity Legal, Lonsdale Street) guides us through the best practices for navigating estate planning discussions with complex family situations.

This includes frameworks for the use of testamentary trusts and a focus on the importance of correct nominations within a super fund (both retail & SMSF).

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Competition Terms and Conditions

  1. The Promoter is Clarence Professional Group (Melbourne) Pty Ltd, L11, 456 Lonsdale Street, Melbourne VIC 3000 ABN 81 624 440 400 (the Promoter).
  2. Entry into the competition constitutes acceptance of these terms and conditions.
  3. Entry is open to all VIC, NSW and QLD residents of 18 years of age or older except any employees of the Promoter and their immediate families, orany existing office and virtual members (or their related entities) of the Promoter.
  4. The competition closes at 11:59PM on the 1st March 2024. The winner will be announced on the 8th March 2024.
  5. To enter the competition, participants need to submit their entry at clarenceprofessionalgroup.com.au/comp via the website form, or other accepted methods of entry provided by Clarence. One entry is allowed per entrant. Verified business email address required. Complete details are required (first and last name, phone number, work email, city, company name).
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  8. Winner selection criteria is determined via random draw. All decisions are final.
  9. Prize details: the prize is a 6-month license fee agreement for a 2-person serviced office space one of the following Clarence Professional Office spaces -Level 33, 385 Bourke St, Melbourne, Level 11, 65 York St, Sydney or 95 North Quay, Brisbane. The value of the prize is $9,500 (incl. GST) (the Prize). A security deposit is applicable to redemption of the prize, refundable at the end of the license agreement, pending standard terms and conditions of Clarence Office License Agreements. The security deposit is calculated at 2 months of the list price for the serviced office offered as the competition prize. Location of prize is subject to change at any time in the Promoter’s sole discretion.
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