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Recorded Webinars

Recorded Webinar: I Still Call Australia Home: International Considerations in Estate Planning

The world is shrinking, immigration is growing and increasingly Australians have assets and families around the world. Estate planners need to understand the risks in managing “global” connections in the estate planning process and this session will cover some of the complexities,
PRESENTED BY Anna Wilson Barrister - Victorian Bar , Melbourne

Date/Time

About the Webinar

The world is shrinking, immigration is growing and increasingly Australians have assets and families around the world. Estate planners need to understand the risks in managing “global” connections in the estate planning process and this session will cover some of the complexities, including:

  • Identifying that there is a global issue and understanding the consequences.
  • Does dual nationality have a bearing on estate planning issues?
  • Establishing domicile: case study of Re Tang [2017] VSC 59 (and appeal [2017] VSCA 171).
  • What bearing will asset and beneficiary location have on the estate plans?
  • Jurisdictional issues: which route to follow to achieve the greatest benefit?
  • Foreign Wills and International Wills – what is the difference and will these overcome any obstacles?
  • Managing multiple wills and avoiding conflicts between them,
  • What happens where a beneficiary is a foreigner – which law applies to the distribution?
  • The relevance of international conventions and treaties.

Presented By

Anna Wilson
Barrister, Victorian Bar Melbourne, Vic

Anna acts for the Commissioner and the taxpayer in both State and Federal jurisdictions. Her practice extends to tax technical and structuring advice, tax investigations and audits, private rulings and objections, through to litigation and alternative dispute resolution. Anna also acts in regulatory/disciplinary matters such as those involving registration with the Tax Practitioners Board and/or membership of professional accounting associations. She was involved in the superannuation round of the Financial Services Royal Commission and acts in disputes between members of self-managed superannuation funds.

Anna lectures in the Masters program at Melbourne University, teaching the subject Capital Gains Tax: Problems in Practice.

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.

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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