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Recorded Webinars

Recorded Webinar: The Wisdom of Solomon – How to Ensure Equalisation in the Estate Plan

Many parents wish to leave their estates split equally between their children. In practice this can be challenging to achieve because of the specific facts and circumstances which apply for each child. This session considers when equalisation challenges arise, including:

Date/Time

About the Webinar

Many parents wish to leave their estates split equally between their children. In practice this can be challenging to achieve because of the specific facts and circumstances which apply for each child. This session considers when equalisation challenges arise, including:

  • Tax equalisation issues

    • resident versus non-resident beneficiaries

    • splitting the family home

    • who should bear the tax? Achieving tax equalisation through the will

  • What happens when different children receive different assets - how is parity of value to be achieved?

    • managing fluctuations in asset value between the time of the will and the date of death

  • Assets held in parents’ name but substantially paid for by child:

    • getting assets out of the estate pool without tax and duty implications

    • constructive trust issues

Presented By

Steve Grant
Director, Merthyr Law Brisbane, QLD

Steve is competing in his 25th Noosa Triathlon and when he is not training he is working at Merthyr Law in Brisbane.

Steve Grant practises in estate planning, being an Independent Trustee | Public Speaker | Board Member | Family Business Advisor | School Rugby Coach.

His 40 years of experience working in a legal office can assist families through tricky succession and governance issues.

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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