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 Live Webinar: Estate Planning and the Family Home: The Tax Imperatives

Date: Tuesday 7th February 2023
Vic, NSW, ACT, Tas: 11am to 12pm
Qld: 10am to 11am
SA:  10.30am to 11.30am
NT:  9.30am to 10.30am
WA: 8am to 9am

 ABOUT THE WEBINAR
A willmaker may sometimes see the need to look further than having their assets realised or transferred to intended beneficiaries. Peace of mind may be gained by ensuring that an ongoing roof over a beneficiary’s head is more important than providing an upfront legacy. This session looks into how the plan can be achieved and the tax implications of doing so as detailed in TR 2006/14, including:

  • The difference between a life and remainder interest in property held on trust, a legal life and remainder interest and a right to reside
  • What are the CGT consequences of creating a life and remainder interest in property on trust for:
    • the original owner?
    • the trustee?
    • the life and remainder owners?
  • What if beneficiaries of a will agree to realise the property originally intended to be applied to life and remainder interests?
  • What are the CGT consequences on the death of the life interest owner?
  • Does PS LA 2003/12 apply to property transferred to remainder beneficiaries on the death of a life interest owner?
  • Pros and cons of establishing life and remainder interests in property inter vivos or via a will
  • Strategies for providing a lifetime roof over the head of a beneficiary
  • Case study – parents subdividing to demolish home and build two units, one for them and one for a roof over the head of one of two siblings
 PRESENTER
Live Webinars,Estate planning,Live Webinar: Estate Planning and the Family Home: The Tax Imperatives

Paige Edwards, Senior Associate, McCullough Robertson Lawyers, Brisbane, Qld

Paige is a Lawyer in the Estates team, practicing exclusively in the area of succession law since her admission in October 2012. Her main area of practice has always been estate planning for high net worth clients with complex structures as well as for blended families, families with children with special needs or individuals with difficult personal situations.

As part of the practice, Paige acts for individuals from diverse backgrounds, professional trustee company organisations, other law firms, charities, government organisations and departments, accountants and financial advisors.

 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 CERTIFICATE

Registered live webinar delegates will receive a CPD certificate for attendance at this webinar. Accountants can claim up to 1 CPD/Training 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.

 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



© Television Education Network Pty Ltd 2022

Attending a TEN webinar couldn’t be easier. Basically it’s just like attending a seminar except that you don’t have to leave the comfort of your office or home. You just need to be available at the appointed date and time with your computer and internet connection.

Once you’ve registered for the webinar, we send you a link so that you can login to the webinar from your computer. The speaker delivers the session from their computer in real time. Just like a live seminar, you can ask questions of the speaker. You simply type your question into the question box and the speaker responds to it during question time.

At the end of the webinar session we send you a certificate to confirm your attendance and the number of CPD hours you earned.

You will need a computer with sound, an internet connection and earphones if you need to participate in the webinar in an open office environment (so you don’t disrupt those around you).

Product Code: LBEFEB23
 Price:   $269.50 (Inclusive of GST)
© 2022 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.