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Recorded Webinars

Recorded Interactive Webinar: Gifts, Loans and the Estate Plan: Structuring Family Financial Assistance

As rising interest rates and cost of living drive more parents to financially assist their adult children, the choice between gifts and loans come with significant legal risk. In this session, we analyse the need for careful legal structuring of gifts and loans, including: The
PRESENTED BY Sophie Cohen Director - Loch Legal , Melbourne

Date/Time

About the Webinar

As rising interest rates and cost of living drive more parents to financially assist their adult children, the choice between gifts and loans come with significant legal risk. In this session, we analyse the need for careful legal structuring of gifts and loans, including:

  • The legal risks that accompany informal family lending arrangements
  • Using formal gift documentation to eliminate ambiguity
  • How to structure family assistance as a genuine loan to preserve parental rights to recall funds
  • Drafting loan agreements reflect proper terms and compliance obligations rather than disguised gifts
  • How to coordinate gifts and loans with estate planning

Presented By

Sophie Cohen
Director, Loch Legal Melbourne, Vic.

Sophie is a director of law firm Loch Legal, delivering estate planning, commercial and property legal solutions ‘with heart’.

Sophie has over 25 years of experience as a lawyer, business advisor and leader, giving her a broad commercial and legal perspective.

Sophie is passionate about delivering high quality, practical and effective estate planning, business succession and asset protection strategies, to empower clients to realise their dreams and goals, solve the problems that keep them awake at night, and bring them peace of mind.

She believes that connecting with clients on a personal level and collaborating with clients’ professional advisers including accountants, wealth managers and other lawyers, is key to providing integrated and holistic outcomes for clients.

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 Information

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.

OPTIONAL ONLINE QUIZ

We will be adding an optional online quiz to the recording of this webinar to make it interactive in terms of the type of CPD that can be claimed. Upon completion of the quiz the successful registered user will receive a CPD certificate confirming completion and the CPD units/points/hours earned. The online quiz will be available with the recording – typically within 1 to 2 days of the live webinar being held.

WA lawyers – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.

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, Jason Hooker on (03) 8601 7709 or email: [email protected]

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