Recorded Webinar: Prioritizing Asset Protection in Estate Planning


4th March 2019

Duration:  approx. 1.5 hours

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

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.


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.

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:
Product Code: WBBMAR19
 Price:  $264.00 (Inclusive of GST)
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