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102503
Recorded Webinars

Recorded Webinar: Estate Planning So That Getting the Same Doesn't Mean Getting Less

As certain assets have their own unique tax treatment and as certain individuals can have their own unique tax situations, the after tax amount of an inheritance can differ markedly between beneficiaries. This session explores why this is so and what may be considered to increase
PRESENTED BY Greg Russo Principal - Greg Russo Law , Melbourne

Date/Time

About the Webinar

As certain assets have their own unique tax treatment and as certain individuals can have their own unique tax situations, the after tax amount of an inheritance can differ markedly between beneficiaries. This session explores why this is so and what may be considered to increase the after tax legacies from a deceased estate, including:

  • Which CGT assets may be more tax friendly when left to which beneficiaries?
  • Should a “capital gains tax provision” for each CGT asset held by the willmaker be factored into the estate plan?
  • Should the personal tax attributes of each potential beneficiary be a consideration of the willmaker?
  • How CGT event K3 applying for one beneficiary’s situation can reduce the pie for the remaining beneficiaries
  • When may a special disability trust be a beneficial insertion in a will for a beneficiary?
  • The pros and cons of tax equalization clauses in a will (Todd v Todd & Ors [2021] SASC 36)
  • Case study

Presented By

Greg Russo
Principal, Greg Russo Law Melbourne, Vic

With over 30 years experience in succession law Greg Russo is one of Victoria’s most experienced and respected succession law experts.

With a background in pure mathematics, Greg understands the implications of any decisions for taxation and self-managed super funds. He breaks down complex situations logically to explain options in a way that empowers his clients to take positive decisions.

His strengths lie in crafting unique solutions to complex problems with valuable insights and perspectives.

Greg has lectured in both mathematics and law, and brings both intellect and wisdom to the table.

Greg Russo is an LIV Wills & Estates Accredited Specialist, a member of the LIV Specialist Accreditation Education Advisory Committee, the LIV Wills & Estates Advisory Committee and a member of STEP, the global professional association for those advising families across generations.

Who Should Attend?

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.

CPD Information

Accountants can claim up to 1 CPD hour. Lawyers can claim up to 1 CPD unit/point – substantive law. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

WA lawyers – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

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: [email protected]

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