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Live Webinar: Brine v Carter: Its Implications for Superannuation and Estate Planning

Presented by Greg Welden
 

Monday 6th March 2017

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

Brine v Carter found that an executor seeking a super death benefit for himself had a conflict between interest and duty.  This case is a warning to executors who think they can simply claim the deceased’s super.  This session looks at the issues involving conflicts of duty concerning executors and includes:

  • Understanding the potential scope of Brine v Carter and McIntosh v McIntosh – does it extend to:
    • control of the SMSF?
    • attorneys?
  • Estate planning implications of these decisions for clients with super in retail and industry funds
  • Why BDBNs aren’t always the answer
  • Ensuring the will enables family members to claim – what needs to go in the will
  • Can will drafting overcome the Brine v Carter problem?
  • SMSFs and the role of the decision maker of the fund – how does this interplay with the role of executor?
  • SMSFs – is it better just to sidestep the will in death benefit 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.

Greg Welden, Principal, Welden & Coluccio Lawyers, Prospect, SA

Admitted to the Supreme Court in 1998, Greg Welden brings a wealth of experience to his 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

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.

About TEN Webinars:

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.

Technical requirements:

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: RBCMAR17
 Price:  $253.00 (Inclusive of GST)
© 2017 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.