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 Live Webinar: Life Tenancies and Rights to Reside in the Estate Plan

Date: Tuesday 13th June 2023
Vic, NSW, Qld, ACT, Tas: 11.00am to 12.00pm
SA & NT: 10.30am to 11.30am
WA: 9.00am to 10.00am

 ABOUT THE WEBINAR
Complex blended family dynamics arising from successive relationships have resulted in the family home becoming a central issue in estate planning. This session will take a deep dive into the risks and benefits of the various options for limited “housekeeping” for the partner left behind, including:

  • Types of blended families
  • What is adequate provision for a spouse?
  • Keeping everyone happy – providing for a current spouse and children from a prior relationship – avoiding challenges
  • The fundamental differences between a life tenancy and a right to reside
  • What conditions or limitations can be attached to the trust?
  • The ongoing role of the executor and trustee
  • Tips for taking ageing and health into account - can the property be used to fund aged care?
  • When can a property be assumed to have been vacated? Can the life tenant and remaindermen collapse the trust and divide the assets between them?
  • Financial and taxation consequences for the estate and the life tenant and the remaindermen
  • Drafting guide
  • Worked examples
 PRESENTER
Live Webinars,Estate planning,Live Webinar: Life Tenancies and Rights to Reside in the Estate Plan

Paul Evans, Partner, Makinson d’Apice Lawyers, Sydney, NSW

Paul Evans has over 30 years' experience in providing legal services to private clients, specialising in wills and estate planning, disputes to wills, protecting assets for future generations and estate administration.

He is an Accredited Specialist in Wills and Estates Law and is a member of the Society of Trust and Estate Practitioners.

For the past 4 years, Paul has been listed in the Doyles' guides as one of the leading lawyers in the area of Leading Wills, Estates & Succession Planning in NSW.

He is highly experienced in assisting a range of clients including high net worth individuals in transferring and protecting their wealth and during his time in London he specialised in inheritance tax mitigation.
 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 2023

About TEN Webinars:

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.

Technical requirements:

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: LBFJUN23
 Price:   $269.50 (Inclusive of GST)
© 2023 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.
 
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