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Recorded Webinars

Recorded Webinar: Estate Planning So That Getting the Same Doesn't Mean Getting Less

As certain assets have their own unique tax treatment and as certain individuals can have their own unique tax situations, the after tax amount of an inheritance can differ markedly between beneficiaries. This session explores why this is so and what may be considered to increase
PRESENTED BY Greg Russo Principal - Greg Russo Law , Melbourne

Date/Time

About the Webinar

As certain assets have their own unique tax treatment and as certain individuals can have their own unique tax situations, the after tax amount of an inheritance can differ markedly between beneficiaries. This session explores why this is so and what may be considered to increase the after tax legacies from a deceased estate, including:

  • Which CGT assets may be more tax friendly when left to which beneficiaries?
  • Should a “capital gains tax provision” for each CGT asset held by the willmaker be factored into the estate plan?
  • Should the personal tax attributes of each potential beneficiary be a consideration of the willmaker?
  • How CGT event K3 applying for one beneficiary’s situation can reduce the pie for the remaining beneficiaries
  • When may a special disability trust be a beneficial insertion in a will for a beneficiary?
  • The pros and cons of tax equalization clauses in a will (Todd v Todd & Ors [2021] SASC 36)
  • Case study

Presented By

Greg Russo
Principal, Greg Russo Law Melbourne, Vic

Greg Russo has almost 30 years’ experience in succession planning, administration and litigation and is one of Victoria’s most experienced and respected succession law solicitors.

With a background in pure mathematics, Greg not only understands the implications of planning decisions on future taxation, SMSF, trust and estate administration, he is also able to break down complex concepts and structures logically and explain options to clients in a way that empowers them to take positive action and ownership for their decisions.

Using the knowledge and insights that he has acquired over three decades, he crafts unique solutions to complex succession problems.

Greg teaches both mathematics and law, regularly presents CPD succession events to solicitors, accountants and other professionals in Victoria, Queensland, and online. He has also presented professional development events for health professionals in Cambodia and Vietnam.

Greg is an LIV Wills & Estates Accredited Specialist, a chairperson of the LIV Specialist Accreditation Education Advisory Committee, a board member of the Mount Eliza Community Bank, a member of STEP, and is recognised in Doyle’s Guide, in Victoria, as a Leading Wills and Estates Litigation Lawyer and a Leading Wills, Estates and Succession Planning Lawyer.

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.

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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