Securing Family Wealth in the Estate Plan – A Power Pair of recorded webinars
Date/Time
About the Webinar
This Power Pair comprises 2 popular estate planning webinars from earlier this year. Each recorded webinar is one hour in length.
Webinar 1: Have Discretionary Family Trusts Lost their Appeal in Estate Planning?
In the 1970’s private family trusts became a common tax avoidance tool, but tax crackdowns, increasing compliance costs and generational change have all impacted the benefits of family trusts. This session will examine the place of the discretionary family trust in estate planning and whether it is still an attractive proposition, including:
- An analysis of the pro’s and con’s of family trusts
- Consequences of changing taxation treatment and potential governmental reforms
- Are compliance and costs outweighing benefits?
- The impact of generational change on family trust management and benefits
- Issues of control, loss of capacity and dispute management
- What to do with family trusts reaching their use by date?
- Strategies for reviewing and renewing family trust deeds and structures
- Are there more effective options for family asset protection and beneficial tax treatment?
Webinar 2: Protecting the Family Home in the Estate Plan
The approach of the Court to the assessment of initial contributions and the weight that ought to be properly placed on initial contributions at trial has changed over time. From early arguments of erosion to later discussion of springboards – the language employed when discussing how the Court should assess initial contributions is vital, as use of an incorrect term could arguably lead the court into error. To assist practitioners, this session will explore:
- The arguments surrounding the appropriate assessment of initial contributions in property settlement matters
- The current views within the profession as to the ‘erosion’ and ‘springboard’ arguments and the preferred approach to assessing the relevance of the impact of time to initial contributions
- The scenarios in which a just and equitable outcome may arguably call for an assessment of initial contributions that merits ‘special’ recognition
SPECIAL PURCHASE OFFER – EOY SALE
This pair of recorded webinars would usually cost $539, but as part of the EOY sale you can buy the pair for only $297 if you order by 19.12.24.
Presented By
Greg Russo
Principal, Greg Russo Law Melbourne, VicMatthew Burgess
Director, View Legal Australia,Who Should Attend?
These webinars are suitable for lawyers and accountants throughout Australia who advise in estate planning matters. These webinars are for practitioners with some knowledge in this area and looking to improve their knowledge.
CPD Information
Accountants can claim 2 CPD hours.
Lawyers can claim 2 CPD units/points (substantive law).
WA lawyers please note TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited QA provider.
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]