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Individual Podcasts

The Dangers of Joint Ownership in the Succession Plan

Succession planning clients are often oblivious of the ownership of their assets, and / or the significance and dangers of different types of ownership, particularly joint ownership. In this program, Kimberley Martin, from WMM Law in Hobart, looks at the dangers of joint ownersh

Date/Time

About the Podcast

Succession planning clients are often oblivious of the ownership of their assets, and / or the significance and dangers of different types of ownership, particularly joint ownership. In this program, Kimberley Martin, from WMM Law in Hobart, looks at the dangers of joint ownership of assets in a succession plan, and the importance of client’s being properly advised about joint ownership, including the features of the different joint ownership options, how joint ownership can be changed, and the other ownership options that can be utilised, particularly for blended families.

50 minutes / 0.8 CPD units

Presented By

Kimberley Martin
Director, WMM Law Hobart, Tas

Kimberley Martin B.A. LL.B. (Hons), LL.M, TEP is a director, and business owner, of WMM Law in Hobart, Tasmania. Kimberley’s range of expertise includes estate planning, tax, business succession, trusts and superannuation law, with a particular emphasis on complex needs, international, and high net worth estate planning.

Kimberley has completed her LLM (Masters) in Wills & Estates. Kimberley has a strong voice representing the legal profession at a state, national and international level through her involvement on committees, her published work, her professional presentations and media exposure. Notably, she authored a paper on ‘Technology, the Law and COVID-19‘ that was published in 56 countries. She has been interviewed on the ABC 7:30 program, in the Age and in the Sydney Morning Herald, and has had her work published in several international journals, including in the Global STEP Journal and the American Bar Association Magazine. Through the Society of Trust and Estate Practitioners (STEP), Kimberley is Secretary of the STEP Victoria-Tasmania Branch, and is a member of the STEP Australia Excellence Awards and Newsletter Sub-Committees. She was also a founding member, and member for over 10 years, of the STEP Digital Asset Special Interest Group Steering Committee. In 2018, Kimberley was an award recipient at the STEP Private Client Awards in London.

Kimberley commitment to the community is shown through her work with not-for-profits. She is currently a Director of the Board of Montagu Community Living, a member of Womens Chiefs of Enterprises International (WCEI) and is on the Board of Business Blindspots Tasmania.

CPD Information

0.83 CPD Hours

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