Estate Planning: A Framework for Advisers: CPD

Michael is a member of the Academic Community of the Society of Trust and Estate Practitioners (STEP) and a private client lawyer based in Sydney, Australia. Michael and his co-author Robert Monahan originated the Estate Planning Framework that places social and community contribution as an initial strategic choice of client’s undertaking estate planning. This approach has been taught at universities for over a decade and is an intrinsic model that Michael follows in his private client practice. Michael is an author, educator and lawyer and is currently focused on developing decision support and strengthening frameworks for client challenged by complex decision making.

Robert Monahan was admitted to practice as a Solicitor in 1976. Robert has been accredited by the Law Society of New South Wales since 1998 as an accredited specialist in the area of Wills & Estate Law. He is the principal solicitor of Monahan Estate Planning. Robert has extensive experience in both private legal practice and in the financial services industry. He has previously been a Consultant at Maddocks Lawyers, and headed the estate planning team at Australian Executor Trustees (part of the IOOF Group). Robert is a regular speaker on Estate Planning and Wills and Estate Law at seminars for Lawyers, Accountants and Financial Advisors. His first book on Estate Planning was published in 2005 and the 4th edition was published in 2014. He is the General Editor of the Estate Planning Service published by Lexis Nexis, and is currently involved in a number of other publications dealing with estate planning. He has also lectured on the subject at a number of universities.