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Live Webinars

Live Webinar: Existing Inter Vivos Trusts and the Estate Planning Glitches

One way of looking at it is that an existing trust will continue to exist on the death of a trustee intrinsically involved in the trust’s operations. However, does this way of thinking assist with ensuring the trust continues on in the most tax effective manner? This session looks

Date/Time

Thursday 27th February 2025
Vic, NSW, ACT, Tas: 1:30pm to 2:30pm
Qld: 12:30pm to 1:30pm
SA: 1pm to 2pm
NT: 12pm to 1pm
WA: 10:30am to 11:30am

About the Webinar

One way of looking at it is that an existing trust will continue to exist on the death of a trustee intrinsically involved in the trust’s operations. However, does this way of thinking assist with ensuring the trust continues on in the most tax effective manner? This session looks at some of the proactive actions that can be addressed in the estate plan, to assist with ensuring tax headaches are kept to a minimum when a change of trustee representation on death occurs, including:

  • A heads up on the family trust election issues that are arising on the death of a test individual
  • Is now a good time to modernise the trust deed for:
    • variation powers?
    • beneficiary inclusions/exclusions?
    • streaming?
    • income definitions?
    • Division 7A purposes, including sub-trust arrangements?
  • Tax issues to consider if varying a trust deed (incl. TD 2012/21)
  • Carving out the tax work between the correct professionals when dealing with proactive trust law issues and their tax consequences
  • A checklist of housekeeping items to assist with addressing the tax aspects of estate planning involving existing trusts, including:
    • the treatment of unpaid present entitlements and loan balances
    • a list of trust documentation that should be on hand
    • pending vesting date issues

Presented By

Nathan Yii
Principal Lawyer, Chartered Tax Advisor and SMSF Specialist Advisor, Nathan Yii Lawyers Melbourne, Vic

Nathan Yii is the Principal Lawyer, Chartered Tax Advisor and an accredited SMSF Specialist AdvisorTM of the Melbourne based legal practice, Nathan Yii Lawyers. He is a graduate of Melbourne Law School and holds a Bachelor of Commerce (Accounting), a Bachelor of Laws (Hons) and a Master of Laws. He is a leading structuring and estate planning lawyer, a university lecturer and presenter and is recognised in Doyles’ Guide as a Preeminent Wills, Estates & Succession Planning Lawyer and a Leading Wills & Estates Litigation Lawyer in Victoria in 2021.

Nathan takes a strategic approach to legal practice and focuses on tax-effective solutions, estate planning, asset protection, SMSF compliance and trusts, estates and SMSF disputes. He works with and consults to high net worth individuals, family offices, legal and non-legal professionals and their clients.

Nathan is a regular presenter in his areas of interest and expertise and regularly presents for legal and accounting CPD providers and discussion groups around Australia. He is also an adjunct lecturer and advisory committee board member for the Estate Planning Practice Specialisation in the Master of Laws program at the College of Law.

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 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.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

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: [email protected]

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