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Recorded Webinars
Recorded Webinar: Big Picture Planning: Factoring Non-Estate Assets in the Estate Plan
This practical session will examine how to achieve a cohesive estate plan, which takes into account both estate and non-estate assets. It covers: Case studies exploring control and ownership issues arising from: joint tenancies
PRESENTED BY
Laura Hanrahan
HopgoodGanim Lawyers
Date/Time
About the Webinar
This practical session will examine how to achieve a cohesive estate plan, which takes into account both estate and non-estate assets. It covers:
- Case studies exploring control and ownership issues arising from:
- joint tenancies
- discretionary family trusts
- partnerships
- sole-proprietor business
- superannuation funds
- life insurance payout
- Utilising estate and non-estate assets to achieve equalization for beneficiaries
Presented By
Laura Hanrahan
HopgoodGanim LawyersWho Should Attend?
me knowledge in this area and looking to improve their knowledge.
CPD Information
Accountants can claim up to 1 CPD/Training hour. FASEA – category “Technical Competence” – 1 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 – From April 1 st 2021, due to the new requirements we are unable to verify your completion of recorded webinars to the Legal Practice Board of WA.
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]