Close
My Cart (0 items)
Checkout

Login to TEN

Privacy Policy
Privacy Policy
Return
My Cart (0 items)
Checkout
83450
Recorded Webinars

Recorded Webinar: Strategies for Managing Parent to Child Loans in the Estate Plan

Parents and grand-parents are commonly helping their adult children and grand-children through the provision of financial assistance. This session will look at how those making the loan can best protect their asset and ensure it is taken into account in the estate planning proces
PRESENTED BY Nathan Yii Principal Lawyer, Chartered Tax Advisor and SMSF Specialist Advisor - Nathan Yii Lawyers , Melbourne

Date/Time

About the Webinar

Parents and grand-parents are commonly helping their adult children and grand-children through the provision of financial assistance. This session will look at how those making the loan can best protect their asset and ensure it is taken into account in the estate planning process, including:

  • Loan or gift? Considering intention on both sides

  • Documenting the arrangement - paper trails and loan agreement necessities

  • Appropriate conditions and restrictions

  • Taking security, charging interest and other protective strategies

  • Updating wills and other instruments to take loans into account

  • What happens if a loan is left owing to the estate?

  • Dealing with the family fallout when things go wrong - options for dispute resolution

  • Statute of limitation issues for loans “repayable on demand”

Presented By

Nathan Yii
Principal Lawyer, Chartered Tax Advisor and SMSF Specialist Advisor, Nathan Yii Lawyers Melbourne, Vic

Nathan Yii is the Principal Lawyer, Chartered Tax Advisor and an accredited SMSF Specialist AdvisorTM of the Melbourne based legal practice, Nathan Yii Lawyers. He is a graduate of Melbourne Law School and holds a Bachelor of Commerce (Accounting), a Bachelor of Laws (Hons) and a Master of Laws. He is a leading structuring and estate planning lawyer, a university lecturer and presenter and is recognised in Doyles’ Guide as a Preeminent Wills, Estates & Succession Planning Lawyer and a Leading Wills & Estates Litigation Lawyer in Victoria in 2021.

Nathan takes a strategic approach to legal practice and focuses on tax-effective solutions, estate planning, asset protection, SMSF compliance and trusts, estates and SMSF disputes. He works with and consults to high net worth individuals, family offices, legal and non-legal professionals and their clients.

Nathan is a regular presenter in his areas of interest and expertise and regularly presents for legal and accounting CPD providers and discussion groups around Australia. He is also an adjunct lecturer and advisory committee board member for the Estate Planning Practice Specialisation in the Master of Laws program at the College of Law.

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]

Go to top