Live Webinar: Severing Joint Tenancies in Estate Planning – Get it Right Before You Go

 

Date:   Tuesday 26th March 2019 – Online:
Vic, NSW, ACT, Tas: 1pm to 3pm 
SA:  12:30pm to 2:30pm  WA: 10am to 12noon 
NT: 11:30am to 1:30pm Qld: 12noon to 2pm

 ABOUT THE WEBINAR
This webinar looks at the issues arising from jointly owned assets. Will joint bank accounts be distributed to beneficiaries or automatically pass to the other joint owner?  This session covers:

  • Types of Co-Ownership
  • Identifying the assets held jointly – real property, bank accounts, shares and other personal items:
    • when does the presumption of ownership as tenants-in-common apply?
    • evidence of co-ownership (form)
  • Dealing with property:
    • to sever or not to sever?
    • converting to tenants in common – how can this be done?
    • effect of severance
    • bankruptcy implications
    • severance and then what?
    • blended family issues – creating a life interest for the surviving spouse
    • CGT consequences  
 PRESENTER
Our presenter

Steven Grant, Director, Merthyr Law, Brisbane

Steve Grant has expertise in the area of tax effective business and investment structures which has protected the estate and business interests of many clients.

Steve’s focus is on ensuring clients’ interests can and will be transferred down from generation to generation without loss to outsiders and ensuring clients’ home and investment assets are quarantined from the risks of their business activities.

Steve regularly lectures to clients, legal and accounting bodies.

 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 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: RBSMAR19
 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.