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Recorded Webinars

Recorded Webinar: Prioritizing Asset Protection in Estate Planning

Maintaining control from the grave will always be part of the asset protection paradigm. This session looks at estate planning strategies from the perspective of risk management in asset protection. This practical session includes: Assessing
PRESENTED BY Ross Higgins Partner - Mills Oakley , Melbourne

Date/Time

About the Webinar

Maintaining control from the grave will always be part of the asset protection paradigm. This session looks at estate planning strategies from the perspective of risk management in asset protection. This practical session includes:

  • Assessing the use of testamentary trusts in your estate plan

  • Managing CGT liability in testamentary trust asset structures

  • Assessing use of life interests in estate planning – splitting ownership and use

  • Use of life interests in blended families

  • CGT benefits of using life interest arrangements

  • Forgiveness of UPEs – when is this relevant from an estate planning perspective?

  • Understanding gifting techniques as an estate planning strategy

  • CGT and stamp duty implications on assets passing upon death and the creation of life estates in a will

  • Separating sibling interests so they can go their own way – easier said than done?

  • Treatment of superannuation benefits upon death – use of binding death benefit nominations as an asset protection tool

Presented By

Ross Higgins
Partner, Mills Oakley Melbourne, Vic

Ross Higgins is a partner in the Melbourne office working primarily in the area of ­­­­­­­Taxation Law. Ross has particular expertise in complex income tax, structuring, funding and transactional issues for domestic and international business, both public and private, GST and duty issues and tax audits and disputes.

Ross brings a wealth of experience from the high level advising he has done on a number of merger and acquisitions projects, property developments, complex group restructures, cross-border operations/investments, tax consolidated groups, employee share schemes, privately owned groups including asset protection and succession planning, funds management, cryptocurrency and blockchain, superannuation, charity and not-for-profit and dealing with revenue authorities.

Ross has acted for listed companies, foreign-owned companies and a myriad of privately owned groups. He has also acted as an adviser to Government.

Ross is on the Tax Technical Committee for The Tax Institute and is a regular presenter on tax topics.

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.

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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