Financial Advice Association Australia

FAAA Brisbane INSPIRE EMPOWER Happy Hour
2026-08-20 15:00 - 18:00 (Australia/Sydney) | La La Land, Prince Consort, 230 Wickham Street, Fortitude Valley, 230 Wickham Street, Fortitude Valley, QLD, 4006, Australia
Upcoming webinar

Asset Protection & Avoiding Estate Claims

Thursday 23 July 2026

12:00pm – 1:00pm AEST

Up to 1 CPD hour available

Register now

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Session Overview

With estate disputes steeply on the rise due to inadequate advice on asset protection and inter-family gifting and loans, this session safeguards advisers by equipping them with an understanding of the risks and the strategies available to their clients to prevent later court battles. The session includes a practical case study. Our presenters Josh Philo and Tammy Parsons will provide you with guidelines and strategies to equip you to navigate these complex estate planning issues, which are increasingly the subject of litigation

Meet your speakers

Tammy Parsons

Senior Associate, Estate First Lawyers

Tammy is a senior lawyer with Estate First Lawyers. Tammy is passionate about estate planning law and has been practicing in the area for almost 20 years. She enjoys meeting with clients and providing estate planning solutions to their problems, whether simple or complex. Tammy brings a thorough and detailed approach to her work. She is a good listener and takes the time to ensure that your wishes have been heard, understood and implemented.

Josh Philo

Special Counsel, Estate First Lawyers

Josh Philo joined Estate First Lawyers in 2011 and is a Special Counsel with the firm. Josh has a ‘no fuss’, practical approach and an ability to focus his clients and other people (including family members) on achieving their intended objectives, while balancing competing financial and emotional issues. Josh’s skills ensure that his clients receive a practical, easy to understand and most importantly, a valuable solution to their legal matter.

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