Live Webinar: Estate Distribution in Blended Families – Spreading the Wealth and Avoiding Disputes

 

Date:  Tuesday 3rd July 2018 – Online: 
Vic, NSW, Qld, ACT, Tas: 3pm to 5pm  
SA & NT 2.30pm to 4.30pm 
WA 1pm to 3pm

 ABOUT THE WEBINAR
When a blended family consists of adult children of the first relationship and minor children of the second, there is a tension between the needs of the minor children and the legitimate expectations of the adults.  How do you provide for the surviving spouse and minor children in a fair way while ensuring the adult children don’t miss out all together?  This session covers:

  • Identifying the needs of the surviving spouse, minor children vs adult children of the previous relationship
  • Using testamentary trusts to ensure the surviving spouse is taken care of whilst guaranteeing residual capital to the children
  • Mutual wills – what can you do to avoid the second partner spending the entire estate and your adult children missing out?
  • Life Insurance:
    • when should you nominate a beneficiary and when should you allow the funds to flow back into the estate?
    • can life insurance be a useful strategy to ensure the children don’t miss out?
  • Superannuation:
    • ensuring tax-effective payments to the right recipients
    • use of superannuation proceeds trusts for minor children
  • Playing nice – the use of family Agreements, letters of wishes and family conferences – how can they be used to manage the competing interests of second spouses and children of both relationships?
 PRESENTER
Our presenter

Greg Welden, Principal, Welden & Coluccio Lawyers, Adelaide

Admitted to the Supreme Court in 1998, Greg Welden brings a wealth of experience to the firm.  The early years of his career were spent in Port Augusta where he developed a solid grounding in all facets of the Law. He returned to his home town of Adelaide in 2007, where, working in both small and large firms, he was able to develop his passion for Estate Law.

Today, Greg shares with clients an intimate knowledge of all facets of Estate Planning and Estate Administration, including complex asset protection strategies, business succession planning, complicated Probate matters in all circumstances, estate administration and litigation including Inheritance Claims and Probate Disputes (invalid Wills).

As a member of the Law Society of South Australia he actively participates on the Succession Law Committee.

Greg regularly provides seminars to members of the public, community groups, professional bodies including other solicitors and has written articles in publications for solicitors dedicated to Estate Planning.

 WHO SHOULD ATTEND?

This webinar is suitable for lawyers throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

 CPD CERTIFICATE

Live webinar delegates will receive a CPD certificate for attendance at this webinar.  Lawyers can claim up to 2 CPD [CLE] units/points – substantive law.  This webinar has been designed to run for 2 hours, however, webinar lengths can vary depending on the level of questions and discussion, and the minimum length of the webinar is 1.5 hours.

 ENQUIRIES/ASSISTANCE
If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: lisa@tved.net.au

Attending a TEN webinar couldn’t be easier. Basically it’s just like attending a seminar except that you don’t have to leave the comfort of your office or home. You just need to be available at the appointed date and time with your computer and internet connection.

Once you’ve registered for the webinar, we send you a link so that you can login to the webinar from your computer. The speaker delivers the session from their computer in real time. Just like a live seminar, you can ask questions of the speaker. You simply type your question into the question box and the speaker responds to it during question time.
At the end of the webinar session we send you a certificate to confirm your attendance and the number of CPD hours you earned.

You will need a computer with sound, an internet connection and earphones if you need to participate in the webinar in an open office environment (so you don’t disrupt those around you).

Product Code: RBBJUL18
 Price:   $253.00 (Inclusive of GST)
© 2018 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.