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Recorded Webinars
Maintaining control from the grave will always be part of the asset protection paradigm. This session looks at estate planning strategies from the perspective of risk management in asset protection. This practical session includes: Assessing

Date/Time

About the Webinar

Maintaining control from the grave will always be part of the asset protection paradigm. This session looks at estate planning strategies from the perspective of risk management in asset protection. This practical session includes:

  • Assessing the use of testamentary trusts in your estate plan

  • Managing CGT liability in testamentary trust asset structures

  • Assessing use of life interests in estate planning – splitting ownership and use

  • Use of life interests in blended families

  • CGT benefits of using life interest arrangements

  • Forgiveness of UPEs – when is this relevant from an estate planning perspective?

  • Understanding gifting techniques as an estate planning strategy

  • CGT and stamp duty implications on assets passing upon death and the creation of life estates in a will

  • Separating sibling interests so they can go their own way – easier said than done?

  • Treatment of superannuation benefits upon death – use of binding death benefit nominations as an asset protection tool

Presented By

Ross Higgins
Mills Oakley

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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