Recorded Webinar: Gifts and Family Loans Under a Will

 

31st January 2019

Duration:  approx. 2 hours

 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.

 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
Product Code: WBJJAN19
 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.