Blended Families: A Cinderella Story

Discover how to approach complex family estates confidently, with practical tips and effective estate planning strategies.

In this session, we cover:

• Terminology

• Statistics

• Real World (and Fairy Tale) Examples

  • McLean v McLean (2023) EWHC 1863 Ch 

• Family Provision (and Other) Risks

  • Eligible Applicants for Family Provision 

  • Nexus to New South Wales

  • Relational Risks

• Strategies for Blended Families

  • Upfront Gifts in the Will

  • Inter Vivos Gifts

  • Life Interests

  • Rights of Occupation

  • Testamentary Trusts

  • Mutual Will Agreements

  • Non-estate Assets

  • Collaborative Practice

• Closing Thoughts