Recorded Webinar: The Wisdom of Solomon – How to Ensure Equalisation in the Estate Plan


11th April 2019

Duration:  approx. 2 hours

Many parents wish to leave their estates split equally between their children. In practice this can be challenging to achieve because of the specific facts and circumstances which apply for each child. This session considers when equalisation challenges arise, including:

  • Tax equalisation issues

    • resident versus non-resident beneficiaries

    • splitting the family home

    • who should bear the tax? Achieving tax equalisation through the will

  • What happens when different children receive different assets - how is parity of value to be achieved?

    • managing fluctuations in asset value between the time of the will and the date of death

  • Assets held in parents’ name but substantially paid for by child:

    • getting assets out of the estate pool without tax and duty implications

    • constructive trust issues

Our presenter

Steve 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.


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: WBIAPR19
 Price:  $264.00 (Inclusive of GST)
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