Live Webinar: Prioritizing Asset Protection in Estate Planning

 

Date:  Monday 4th March 2019 – Online:
Vic, NSW, ACT, Tas:  3pm to 5pm 
SA: 2.30pm to 4.30pm  WA: 12noon to 2pm 
NT: 1.30pm to 3.30pm  Qld: 2pm to 4pm

 ABOUT THE WEBINAR
Maintaining control from the grave will always be part of the asset protection paradigm. This session looks at estate planning strategies from the perspective of risk management in asset protection.  This practical session includes:

  • Assessing the use of testamentary trusts in your estate plan

  • Managing CGT liability in testamentary trust asset structures

  • Assessing use of life interests in estate planning – splitting ownership and use

  • Use of life interests in blended families

  • CGT benefits of using life interest arrangements

  • Forgiveness of UPEs – when is this relevant from an estate planning perspective?

  • Understanding gifting techniques as an estate planning strategy

  • CGT and stamp duty implications on assets passing upon death and the creation of life estates in a will

  • Separating sibling interests so they can go their own way – easier said than done?

  • Treatment of superannuation benefits upon death – use of binding death benefit nominations as an asset protection tool

 PRESENTER
Our presenter

Ross Higgins, Partner, Mills Oakley, Melbourne

Ross Higgins has over 30 years experience as a tax practitioner in Australia, providing services to local, national and international clients, accounting firms, other law firms, corporate and financial advisers and their clients on specialist taxation issues.

Ross brings a wealth of experience from advising on property developments in relation to income tax, GST, duty, land tax and other state development taxes, including structuring, legal documentation, specific tax issues and dealing with revenue authorities.

Ross is on a Tax Technical Committee for The Tax Institute and is a regular presenter on tax topics. He has also acted as an adviser to Government.

 WHO SHOULD ATTEND?

This webinar is suitable for lawyers and accountants 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.  Accountants can claim up to 2 CPD/Training hours.  Lawyers can claim up to 2 CPD 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: RBBMAR19
 Price:   $264.00 (Inclusive of GST)
© 2019 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.