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 Recorded Webinar: Paying It Forward: Loan Management Strategies in Estate Planning

Date: Friday 3 June 2022
Duration: Approximately 1 Hour

Inter-generational loans from the bank of mum and dad are now a common feature as a result of the increasing costs of housing, education and life in general. This session will look at the implications of family loans on estate planning and strategies for accounting for loans through the estate plan, including: 

  • Loan or gift? Ascertaining intentions on both sides
  • Loan documentation essentials pre and post the event
  • Protective strategies for lenders including taking security, charging interest, requiring regular repayments and other conditions
  • Tax consequences of receiving interest payments including impact on pensions
  • Updating wills and other instruments to factor in loan arrangements and future intentions – what should be included?
  • Tips for drafting equalisation clauses and other loan management clauses
  • Managing loan obligations in the event of the death of the recipient
  • Dispute resolution strategies for family fallout associated with loans and agreement non-compliance
Recorded Webinars,Estate planning,Recorded Webinar: Paying It Forward: Loan Management Strategies in Estate Planning

Bryan Mitchell, Principal, Mitchells Solicitors, Brisbane

Bryan Mitchell TEP FTI is the managing director of Mitchells Solicitors, having offices in Brisbane City, Moorooka, Aspley & Maroochydore.  Bryan is an Accredited Specialist in Succession Law (Qld).  He & his firm are recognised in Doyle’s Guide as leaders in Estate Planning and Estate Litigation both in Queensland & nationally.  His practice works almost exclusively in the area of Wills and Estates and Trusts, including Estate Planning, Elder Law, Estate Administration and Estate Disputes.  Bryan is a regular presenter.  He is Chair of STEP Australia, a past Chair of STEP Qld, Deputy Chair of the Queensland Law Society Succession Law Policy Committee and a member of the Queensland Law Society Succession Law Accredited Specialist Advisory Committee.


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.


Accountants can claim up to 1 CPD/Training hour.  Lawyers can claim up to 1 CPD units/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 – From 1/4/2021, due to changes to your CPD requirements we are unable to verify your completion of recorded webinars to the Legal Practice Board of WA.

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

Product Code: WBCJUN22
 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.