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Recorded Webinars

Recorded Webinar: Nothing is Certain Except Death and Taxes: Tax issues in Estate Administration

While death duties in Australia are long gone, tax remains an important part of managing a deceased estate. This session provides guidance on what administrators need to be aware of in the estate management process from a very early stage onwards, including:
PRESENTED BY Warwick Gilbertson Partner and Accredited Specialist in Family Law - Turnbull Hill Lawyers , Sydney

Date/Time

About the Webinar

While death duties in Australia are long gone, tax remains an important part of managing a deceased estate. This session provides guidance on what administrators need to be aware of in the estate management process from a very early stage onwards, including:

  • ATO Ruling 2622 - the three stages of deceased estate administration for tax purposes
  • Responsibilities and liabilities of the legal personal representative
  • Who should notifications be made to after death?
  • Documents at the ready - what do you need?
  • When to call in the professionals
  • Outstanding tax returns of the deceased prior to death - when do they need to be lodged?
  • Tax liabilities of the estate
  • Tax liabilities of non-estate assets
  • When does income stop being estate income and become beneficiary income?
  • Preparing a timeline for responsibility and action

Presented By

Warwick Gilbertson
Partner and Accredited Specialist in Family Law, Turnbull Hill Lawyers Sydney, NSW

Warwick is the Partner in charge of Wills & Estates and Family Law at Turnbull Hill Lawyers.

With a career spanning more than 45 years, Warwick has become a sought-after advisor regarding Wills, Powers of Attorney, Guardianship, Trusts, Companies, Superannuation Funds, Business entities and the claims that can be made upon them.

He has extensive experience in contested wills and estate cases in the Equity and Probate Divisions of the Supreme Court. He is an Accredited Specialist in Family Law, a member of the Taxation Institute of Australia and a Trust and Estate Practitioner (TEP), a specialist designation given to him by STEP – the worldwide professional association for those advising families across generations. He is one of a handful of TEPs in the wider Hunter Region.

Turnbull Hill has been listed in Doyle’s Guide as Leading Law Firm: Wills and Estate Litigation 2018 to 2023(NSW) and Leading Law Firm: Wills, Estates and Succession Planning 2021 to 2023 (NSW). Warwick has been personally recognised by Best Lawyers, Trusts and Estates 2021 to 2023/2024.

Who Should Attend?

This webinar is suitable for Succession lawyers – Australia wide. 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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