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101198
Recorded Webinars
Inter-generational loans are becoming more common as a result of reduced housing affordability and a tightening economy. While the temptation can be to adopt a “she’ll be right attitude”, experience indicates that a well-drafted comprehensive written agreement will withstand the t

Date/Time

About the Webinar

Inter-generational loans are becoming more common as a result of reduced housing affordability and a tightening economy. While the temptation can be to adopt a “she’ll be right attitude”, experience indicates that a well-drafted comprehensive written agreement will withstand the test of time.   This session will provide a guide to documenting and drafting water-tight loan arrangements, including:

  • The preliminaries – who is my client? Loan or gift?
  • A checklist of document essentials
  • Risk management provisions including:
    • Taking security
    • Interest payments
    • Term of loan
    • Repayment
  • How to draft for asset protection in the event of relationship changes
  • Factoring in the impact of aged care, incapacity or death on the loan arrangement
  • Dispute resolution processes and enforceability issues
  • Liabilities, financial implications and taxation consequences
  • Updating estate planning arrangements to reflect the loan.

Presented By

Stefan Manche
Principal Lawyer, Coulter Legal Geelong, Vic

Stefan is a Principal Lawyer 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 eleven 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 new podcast “Where there’s a Will there’s a Way”.

Who Should Attend?

This webinar is suitable for succession 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/Training 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.

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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