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Recorded Webinars

Recorded Webinar: Second Spouses, the Family Home and the Estate Plan

Estate planning for second or later spouses comes with significant challenges, particularly when one partner dies, leaving a spouse or family living in the most valuable asset of the deceased’s estate. This session examines how an estate plan can best manage potential conflict be
PRESENTED BY Allan Swan Director - Estate Planning Equation , Melbourne

Date/Time

About the Webinar

Estate planning for second or later spouses comes with significant challenges, particularly when one partner dies, leaving a spouse or family living in the most valuable asset of the deceased’s estate. This session examines how an estate plan can best manage potential conflict between adult children and surviving spouses regarding the family home, including:

  • Life interests in the family home:
    • when are they appropriate?
    • should any limitations or restrictions be placed on a life interest?
    • how can a life interest take ageing and health into account?
  • Characteristics of a right to reside
    • what conditions can be attached to a right to reside?
    • when does a right to reside end?
  • Who pays for maintenance of the property?
  • Navigating the tax consequences of life interests and rights to reside
  • What happens if the surviving spouse later goes into aged care?
    • can the property be used to fund aged care?
  • Case studies

Presented By

Allan Swan
Director, Estate Planning Equation Melbourne, Vic

Allan Swan works with private clients and their accountants, financial advisors and legal practitioners relating to the legal aspects of the following areas of Preventative Law:

  • Asset Protection
  • Deceased Estate Taxation
  • Dispute Prevention
  • Estate Planning
  • Preventative Law Strategy
  • Special Disability & Protective Trusts
  • Structuring
  • Superannuation
  • Tax Considerations
  • Testamentary & Family Trusts

Allan also provides practitioner training and speaking services in the above areas and is an adjunct lecturer in the College of Law’s applied law master’s program. He is also an instructor for the Leo Cussen Centre for Law, the Law Institute of Victoria and other professional bodies. Allan is accredited as a STEP Trust and Estate Practitioner.

Allan holds degrees in Law and Economics and a Graduate Diploma in Financial Services.

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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