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

 

26th March 2019

Duration:  approx. 2 hours

********** LAWYERS PLEASE NOTE:  the recording of this webinar WILL NOT BE AVAILABLE in time for you to view it before the CPD deadline on 31 March 2019.  Recordings take approximately 5 business days to become available from the day the live webinar is held. ***********

 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.

 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: WBSMAR19
 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.