Close
My Cart (0 items)

Login to TEN

Privacy Policy
Return
My Cart (0 items)
107041
Recorded Webinars

Blended Families and Financial Promises – an estate planning Power Pair of recorded webinars

This Power Pair comprises 2 popular estate planning webinars from the last six months. Webinar 1: Creative Estate Planning Solutions for Blended and Subsequent Families Estate planning for blended families comes with additional complexities, particularly when navigating signific

Date/Time

About the Webinar

This Power Pair comprises 2 popular estate planning webinars from the last six months.

Webinar 1: Creative Estate Planning Solutions for Blended and Subsequent Families

Estate planning for blended families comes with additional complexities, particularly when navigating significant age gaps between spouses or children from former relationships. It is unsurprising therefore that many contested estate claims occur in the context of blended families when the life stages and needs of family members from different families of the testator differ. To help manage competing beneficiary interests in the estate plan of blended families, this session examines:

  • Common strategies within blended families and the advantages, disadvantages and issues that can arise with each, including mirror wills, mutual wills, and life interests
  • How to determine what is adequate and proper provision to each beneficiary, depending on their needs and relationship with the will-maker and beneficiary, along with the size of the estate
  • Potential alternative strategies including life insurance, use of superannuation proceeds, child pension and trusts to fund lifestyle, property, education for younger children etc
  • How to ensure the second spouse is looked after when of similar age to adult children
  • Lessons from recent cases
  • Practical examples

Webinar 2: Factoring Parental Loans into the Estate Plan

Parents are increasingly putting their hand in their pocket to assist their children as the price of houses rises and the economy experiences a downturn. The formalisation of this arrangement is essential in the context of asset protection and estate planning. This session will examine what needs to be included in a parent/child loan agreement and how to factor in existing loans on the death of the lender, including:

  • Gift or loan and legal presumptions
  • Drafting a loan agreement - key clauses
  • Repayments and other terms
  • Should the lender take security?
  • Taxation and other financial considerations
  • Treatment of parent to child loan agreements by the family and civil courts
  • Factoring loan agreements into estate planning
  • The consequences of the death of the lender
  • Record keeping and other tips

 

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.

Presented By

Justine Taylor
Principal Director, Uther Webster & Evans Sydney, NSW
Bryan Mitchell
Principal, Mitchells Solicitors Brisbane, QLD

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.

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.

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]

Go to top