Thursday 14 August 2025
12:00pm-1:00pm (AEST)
Up to 1 CPD hour available
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With the purchase of a home out of the reach of most first home buyers, baby boomer parents are being called upon to help out with their hard-earned retirement savings. And they are doing it in droves, often without legal advice or documentation to protect themselves. Financial advisors can play a crucial role in helping their clients to understand the pros and cons of gifting or lending – which one is better depends on the circumstances and can make all the difference. Finally we will look at how each impacts on the estate plan.
Ann Janssen
Divisional Head & Special Counsel, Estate First Lawyers
Ann Janssen is special counsel and the divisional head of Estate First Lawyers which she founded in 2009. Estate First Lawyers was established on Ann’s vision to provide quality, comprehensive estate planning to a broad range of people. The firm has grown to be the one of the largest estate planning team of its kind in Australia. Ann credits the growth of Estate First to financial advisors communicating the im-portance of estate planning to their clients. Ann is one of only thirty-eight Queensland Law Society Accredited Specialists in Succession law and is a registered Trust and Estate Practitioner with the international organisation STEP (Society of Trust and Estate Practitioners).
Ann has a Bachelor of Laws with Honours and a Bachelor of Arts (Economics) from the University of Queensland. She also graduated with a Master of Business Administration in 2004, taking out the Graduate School of Management prize for best MBA of the year. Ann holds several board positions, including national director on the Women in Super Board, and sits on the Death & Taxes committee for the Tax Institute as well as the Specialist accreditation advisory committee for the Qld Law Society.
Sam Janssen
Associate & General Manager, Estate First Lawyers
Sam joined Estate First Lawyers in 2010. He commenced as a junior law clerk and steadily rose through the ranks, learning all aspects of the Estate First’s legal services. Despite working full time, Sam graduated in the top 2% of law students in his year. Sam’s legal experience includes the breadth of estate law, from estate administration to estate planning. Often playfully dubbed ‘boy genius’ by the industry, Sam is one of the up and coming young lawyers being recognised as a future leader in succession and tax law.
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