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107709
Recorded Webinars

Recorded Interactive Webinar: When Generosity Backfires: Managing Loans and Gifts in the Estate Plan

As clients increasingly provide financial assistance to family members during their lifetime - whether through loans, advances, or informal support - estate planning practitioners must tread carefully. The legal and tax consequences of mischaracterised transactions can ripple thro
PRESENTED BY Stefan Manche Director + Principal - Coulter Legal , Geelong

Date/Time

About the Webinar

As clients increasingly provide financial assistance to family members during their lifetime - whether through loans, advances, or informal support - estate planning practitioners must tread carefully. The legal and tax consequences of mischaracterised transactions can ripple through an estate, triggering disputes, tax liabilities, and challenges to the intended distribution. This practical and session will equip succession lawyers with strategies to manage these risks, including:

  • How to deal with inter-entity loans in estate planning - including implications of Commissioner of Taxation v Bendel [2025] FCAFC 15 on Division 7A, unpaid present entitlements (UPEs), and structuring considerations for trusts and companies
  • Navigating disputes over whether financial assistance was a gift or a loan - including evidentiary challenges, the impact on the estate’s asset pool, and broader implications for social security, aged care assessments, and equitable distribution
  • Structuring techniques to reduce uncertainty - such as documentation best practices, equalisation clauses, acknowledgement of debts, and alternative approaches to intra-family financial arrangements

Presented By

Stefan Manche
Director + Principal, Coulter Legal Geelong, Vic

Stefan is a Director and Principal and Head of the Wills, Estates and Succession Planning team at Coulter Legal. Stefan has significant expertise in wills, succession planning and estate disputes from thirteen years of practice within legal and multidisciplinary teams in Geelong and Melbourne.

His experience also spans powers of attorney, guardianship and administration applications, superannuation planning and disputes, family trust succession and advice and estate administration.

Stefan leads the team of dedicated Wills and Estates experts at Coulter Legal which provides services across the full spectrum of estate planning, estate administration and estate dispute matters. Stefan and the team are committed to providing holistic services to their clients and are very proud of the team’s podcast “Where there’s a Will there’s a Way” which is now well into its second season.

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.

OPTIONAL ONLINE QUIZ

This Recorded Interactive Webinar will include an optional online quiz for completion after viewing the recording.  Upon completion of the quiz with a 100% pass rate the successful registered user will receive a CPD certificate confirming completion and the CPD units/points/hours earned.

TEN will aim to have the quiz available for completion within 1 week 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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