Live Webinar: I Still Call Australia Home - International Considerations in Estate Planning

 

Date: Tuesday 6th October 2020
Vic, NSW, ACT, Tas: 1pm to 2.15pm
Qld: 12noon to 1.15pm
SA:  12.30pm to 1.45pm
NT:  11.30am to 12.45pm
WA: 10am to 11.15am

 ABOUT THE WEBINAR
The world is shrinking, immigration is growing and increasingly Australians have assets and families around the world. Estate planers need to understand the risks in managing “global” connections in the estate planning process and this session will cover some of the complexities, including:

  • Identifying that there is a global issue and understanding the consequences.
  • Does dual nationality have a bearing on estate planning issues?
  • Establishing domicile: case study of Re Tang [2017] VSC 59 (and appeal [2017] VSCA 171).
  • What bearing will asset and beneficiary location have on the estate plans?
  • Jurisdictional issues: which route to follow to achieve the greatest benefit?
  • Foreign Wills and International Wills – what is the difference and will these overcome any obstacles?
  • Managing multiple wills and avoiding conflicts between them,
  • What happens where a beneficiary is a foreigner – which law applies to the distribution?
  • The relevance of international conventions and treaties.
 PRESENTER
Live Webinars,Estate planning and Wills,Live Webinar: I Still Call Australia Home - International Considerations in Estate Planning

Anna Wilson, Barrister, Victorian Bar, Melbourne

Anna Wilson specialises in taxation, insolvency and related matters. She acts for the Commissioner and the taxpayer in both State and Federal jurisdictions. Her practice extends to tax technical and structuring advice, tax investigations and audits, private rulings and objections, through to litigation and alternative dispute resolution. Anna also acts in regulatory/disciplinary matters such as those involving registration with the Tax Practitioners Board and/or membership of professional accounting associations. She was involved in the superannuation round of the Financial Services Royal Commission and acts in disputes between members of self-managed superannuation funds.

Anna has extensive experience as a tax and commercial specialist in large law firms having worked for over 10 years with Norton Rose Fulbright, including 15 months in Munich, Germany and two years with Gadens in Melbourne. She commenced her legal career working mainly in property law before concentrating on tax from 2008.

 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 1.25 CPD/Training hours.  Lawyers can claim up to 1.25 CPD units/points – substantive law.  This webinar has been designed to run for 1 hour and 15 minutes, 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 2020

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: RBAOCT20
 Price:   $264.00 (Inclusive of GST)
© 2020 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.