Close
My Cart (0 items)

Login to TEN

Privacy Policy
Return
My Cart (0 items)
103370
Individual Podcasts

Location, Location: Estate Planning in a Shrinking World

With an increasing number of families having their roots overseas or moving interstate to follow the sun, asset location is becoming a significant issue when it comes to estate planning. This session will look at the challenges, complexities and consequences of planning for the fu

Date/Time

About the Podcast

With an increasing number of families having their roots overseas or moving interstate to follow the sun, asset location is becoming a significant issue when it comes to estate planning. This session will look at the challenges, complexities and consequences of planning for the future of assets located outside the domicile of the owner, including:

  • Why domicile and residency are integral in estate planning
  • Does citizenship impact domicile when it comes to assets overseas?
  • Should asset location dictate where a will is made?
  • Are moveable assets treated differently to immovable assets?
  • Due diligence requirements for assets out of the jurisdiction, including ownership documentation
  • Taxation and other consequences for Australian beneficiaries receiving overseas or interstate assets
  • The impact of international conventions and treaties on assets outside Australia
  • Seeking advice from experts in the asset’s jurisdiction
  • Cases and examples

Presented By

Bryan Mitchell
Principal, Mitchells Solicitors Brisbane, QLD

Bryan Mitchell TEP FTI is the managing director of Mitchells Solicitors. He is an Accredited Specialist in Succession Law. Bryan & his firm are recognised in Doyle’s Guide as leaders in Estate Planning and Estate Litigation in Australia. His practice works almost exclusively in the areas of Wills, Estates, Trusts & Elder Law. Bryan is a regular presenter. He is the recipient of the Society of Trust & Estates (“STEP”) Australia Masters Award 2023; immediate past Chair of STEP Australia; former Chair of STEP Queensland; Deputy Chair for the Queensland Law Society (“QLS”) Succession Law Policy Committee; Deputy Chair of the QLS Succession Law Specialist Accreditation Advisory Committee and member of University of Queensland Law School Advisory Board.

CPD Information

0.7 CPD units

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact us, on (03) 8601 7700 or email: [email protected]

Go to top