Optimising the Estate Outcome - a Succession Law Power Pair of recorded webinars

This Power Pair comprises 2 popular succession law webinars from the last six months.

Webinar 1: Counting the Cost of the After-tax Treatment of Inheritances

As certain assets have their own unique tax treatment and as certain individuals can have their own unique tax situations, the after tax amount of an inheritance can differ markedly between beneficiaries. This session explores why this is so and the key considerations to navigate when crafting the succession plan. It covers:

• Which CGT assets may be more tax friendly when left to which beneficiaries?
• Should a “capital gains tax provision” for each CGT asset held by the willmaker be factored into the estate plan?
• Should the personal tax attributes of each potential beneficiary be a consideration of the willmaker?
• How CGT event K3 applying for one beneficiary’s situation can reduce the pie for the remaining beneficiaries
• When may a special disability trust be a beneficial insertion in a will for a beneficiary?
• Tax effectively allocating superannuation death benefits, including:
  • determining if an interdependency or financial dependant relationship exists (Tratter v Aware Super [2023] FCA 491)
• The pros and cons of tax equalization clauses in a will (Todd v Todd & Ors [2021] SASC 36)
• Case study

Webinar 2: Drafting Deeds of Family Arrangement for Maximum Impact

Deeds of Family Arrangement (DFAs) can be a useful tool for succession lawyers when understood correctly and drafted appropriately. This session shall dive into the world of deeds of family arrangement and examine:

• The role, purpose and legal substance of DFAs
• When a DFA can be entered into - what are its requirements and what matters ought to be considered
• How to draft a DFA or agreement where there is a dispute or need to compromise or change the will itself - how specific do you need to be? When should it be prepared and/or finalised?
• What provisions should you consider, including and tips for drafting enforceable clauses

SPECIAL PURCHASE OFFER – EOFY SALE

This pair of recorded webinars would usually cost $539, but as part of our EOFY Sale Offer you can buy the pair for only $330 if you order by 30.6.25.