Live Webinar: Gifts and Family Loans Under a Will

 

Date:   Thursday 31st January 2019 – Online: 
Vic, NSW, ACT, Tas: 11am to 1pm 
SA:  10:30am to 12:30pm  WA: 8am to 10am 
NT: 9:30am to 11:30am  Qld: 10am to 12noon

 ABOUT THE WEBINAR
Making a specific gift under a will presents issues for both the will maker and the recipient. Careful consideration of a range of matters is required, not least of which is to ensure the gift does not fail for any reason. This session looks at the key issues:

  • Making an effective gift under a will
  • Not underestimating estate assets prior to making gift
  • Understanding liabilities and making gifts
  • Risk of large specific gifts to the estate
  • Dealing with the ademption risk
  • Loans v gifts – documenting the process
  • Treatment, waiver and forgiveness of loans made by the willmaker
  • Loans and abatement when making gifts
  • Case update, including Berhan & Anor v Berghan [2017] QCA 236
 PRESENTER
Our presenter

Carolyn Sparke QC,  Victorian Bar, Melbourne

Carolyn Sparke Specialises in Equity/ Wills and probate law. Practice in general commercial work, including superannuation disputes, property law, insolvency, corporations. 

Carolyn has appeared in a number of cases involving testator’s family maintenance claims (for executors and for children and various other claimants) and testamentary capacity and other estate and trust-related matters.

Carolyn is also Co-author of Butterworths loose-leaf service "Wills Probate and Administration Service Victoria". 

 WHO SHOULD ATTEND?

This webinar is suitable for succession lawyers – Australia wide. 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 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: RBJJAN19
 Price:   $264.00 (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.