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Recorded Webinars

Recorded Interactive Webinar: Tax-Smart Settlements: Structuring Estate Dispute Resolutions for Better Outcomes

When estate disputes arise, the priority is often to resolve them as quickly and cost-effectively as possible. But all too often, the tax consequences of settlement terms are treated as an afterthought leading to avoidable liabilities, missed concessions, and long-term planning is
PRESENTED BY Nathan Yii Principal Lawyer, Chartered Tax Advisor and SMSF Specialist Advisor - Nathan Yii Lawyers , Melbourne

Date/Time

About the Webinar

When estate disputes arise, the priority is often to resolve them as quickly and cost-effectively as possible. But all too often, the tax consequences of settlement terms are treated as an afterthought leading to avoidable liabilities, missed concessions, and long-term planning issues. This session is designed to help succession lawyers anticipate and manage tax considerations as an integral part of the dispute resolution process. Using de-identified case studies, the session will explore:

  • How to make strategic use of rollover relief provisions particularly when assets pass by agreement outside the terms of the will
  • The role of indemnities and tailored releases in minimising risks when family trusts are involved
  • The scope and limits of the main residence exemption - including how to best structure settlements involving the family home
  • How the chosen form of settlement whether by deed, court order, or a combination can significantly influence tax outcomes and risk exposure

Presented By

Nathan Yii
Principal Lawyer, Chartered Tax Advisor and SMSF Specialist Advisor, Nathan Yii Lawyers Melbourne, Vic

Nathan Yii is the Principal Lawyer, Chartered Tax Advisor and an accredited SMSF Specialist AdvisorTM of the Melbourne based legal practice, Nathan Yii Lawyers. He is a graduate of Melbourne Law School and holds a Bachelor of Commerce (Accounting), a Bachelor of Laws (Hons) and a Master of Laws. He is a leading structuring and estate planning lawyer, a university lecturer and presenter and is recognised in Doyles’ Guide as a leading Estates & Succession Planning Lawyer and Wills & Estates Litigation Lawyer in Victoria.

Nathan takes a strategic approach to legal practice and focuses on tax-effective solutions, estate planning, asset protection, SMSF compliance and trusts, estates and SMSF disputes. He works with and consults to high net worth individuals, family offices, legal and non-legal professionals and their clients.

Nathan is a regular presenter in his areas of interest and expertise and regularly presents for legal and accounting CPD providers and discussion groups around Australia. He is also an adjunct lecturer and advisory committee board member for the Estate Planning Practice Specialisation in the Master of Laws program at the College of Law.

Who Should Attend?

This webinar is suitable for succession lawyers – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Information

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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