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Recorded Webinars

Recorded Webinar: Avoiding Tax Nasties in the Estate Plan

The process of estate planning can cover a number of different aspects and objectives. One of those should be how any potential tax issues are addressed. This session looks to identifying the tax issues that may require careful consideration when putting the plan into place to ass

Date/Time

About the Webinar

The process of estate planning can cover a number of different aspects and objectives. One of those should be how any potential tax issues are addressed. This session looks to identifying the tax issues that may require careful consideration when putting the plan into place to assist in avoiding any adverse tax consequences when the estate plan is put into practice, including:

  • Identifying the type of tax issues that could arise relating to the main residence
  • Identifying potential tax issues for investments held individually or as tenants in common
  • How potential tax issues for assets held in a trust or company may impact on respective beneficiaries and future shareholders
  • Practical worked examples

Presented By

Patrick Ellwood
Director, Clover Law Brisbane, Qld

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.

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.

CPD Information

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.

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, Lisa Tran on (03) 8601 7709 or email: [email protected]

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