Where trusts form part of an estate plan, any lurking Division 7A issues must be identified early and addressed with precision. Unpaid present entitlements, inter-entity loans, and forgiveness strategies can all trigger Division 7A consequences that may undermine the effectiveness of the estate planning structure. This session explores how to spot and manage these risks to ensure the plan delivers the intended outcomes. It covers:
Patrick Ellwood is a lawyer with over a decade of experience assisting high net worth individuals and family business owners.
He is the founder of Clover Law, an Australian law firm specialising in tax structuring, estate planning, superannuation and asset protection.
He is a regular speaker for a range of private and professional bodies and is a published author of a number of legal textbooks.
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.
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
This Recorded Interactive Webinar will include an optional online quiz for completion after viewing the recording. Upon completion of the quiz with a 100% pass rate the successful registered user will receive a CPD certificate confirming completion and the CPD units/points/hours earned.
TEN will aim to have the quiz available for completion within 1 week of the live webinar being held.
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