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101500
Recorded Webinars

Recorded Webinar: Life Tenancies and Rights to Reside in the Estate Plan

Complex blended family dynamics arising from successive relationships have resulted in the family home becoming a central issue in estate planning. This session will take a deep dive into the risks and benefits of the various options for limited “housekeeping” for the partner left
PRESENTED BY Paul Evans Partner - Makinson d'Apice Lawyers , Sydney

Date/Time

About the Webinar

Complex blended family dynamics arising from successive relationships have resulted in the family home becoming a central issue in estate planning. This session will take a deep dive into the risks and benefits of the various options for limited “housekeeping” for the partner left behind, including:

  • Types of blended families
  • What is adequate provision for a spouse?
  • Keeping everyone happy – providing for a current spouse and children from a prior relationship – avoiding challenges
  • The fundamental differences between a life tenancy and a right to reside
  • What conditions or limitations can be attached to the trust?
  • The ongoing role of the executor and trustee
  • Tips for taking ageing and health into account - can the property be used to fund aged care?
  • When can a property be assumed to have been vacated? Can the life tenant and remaindermen collapse the trust and divide the assets between them?
  • Financial and taxation consequences for the estate and the life tenant and the remaindermen
  • Drafting guide
  • Worked examples

Presented By

Paul Evans
Partner, Makinson d'Apice Lawyers Sydney, NSW

Paul Evans has over 30 years' experience in providing legal services to private clients, specialising in wills and estate planning, disputes to wills, protecting assets for future generations and estate administration.

He is an Accredited Specialist in Wills and Estates Law and is a member of the Society of Trust and Estate Practitioners.

For the past 4 years, Paul has been listed in the Doyles' guides as one of the leading lawyers in the area of Leading Wills, Estates & Succession Planning in NSW. In 2023 he was ranked by Doyles' as being a pre-eminent lawyer in the area.

He is highly experienced in assisting a range of clients including high net worth individuals in transferring and protecting their wealth and during his time in London he specialised in inheritance tax mitigation.

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/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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