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Recorded Webinars

Recorded Webinar: Rural Families and Family Provision Claims: When Should you Bring Forward the Inheritance to Minimise Disputes?

Minimising potential family provision claims arising after the death of the testator is a primary driver of many estate planning strategies. One option that may be available is to bring forward an inheritance by transferring assets and/or farming operations over to the next genera
PRESENTED BY Laura Hanrahan Special Counsel - Hall & Wilcox , Brisbane

Date/Time

About the Webinar

Minimising potential family provision claims arising after the death of the testator is a primary driver of many estate planning strategies. One option that may be available is to bring forward an inheritance by transferring assets and/or farming operations over to the next generation during the testator’s lifetime. To help estate planners consider inter vivos transfers more comprehensively, this session explores:

  • The circumstances in which it may be beneficial to transfer during a lifetime and the advice that needs to be provided to clients
  • The relevant duty exemptions and flag how the law and approach differs as between states (e.g. provisions in NSW to contract out of family provision claims vs requirement to actually transfer property in other states)
  • Options for protecting assets once it is in the hands of adult children
  • Tips for documenting agreements to protect against family provision claims being made in the future

Presented By

Laura Hanrahan
Special Counsel, Hall & Wilcox Brisbane, Qld

Laura works with families to provide tailored personal and business succession solutions. Every family is different and Laura enjoys using her creativity to help clients create a succession plan which works for them.

Her tailored succession planning includes drafting complex wills, testamentary trusts, enduring powers of attorney, discretionary trusts, self managed superannuation trusts, binding death benefit nominations and deeds of family arrangement.

Laura also practices in the administration of deceased estates, guardianship and administration disputes, estate and trust disputes.

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.

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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