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Recorded Webinars

Recorded Webinar: Options for the Protection of the Second and Later Spouse in the Estate Plan

Estate planning in the context of a second (or other multiple) marriage or domestic partnership can be complex, particularly when it comes to the future of the biggest asset, the main residence of the marriage. How can a couple in this situation take steps to protect their pre-ma
PRESENTED BY Jennifer Dixon Practice Leader, Accredited Specialist Wills & Estates - Moores , Melbourne

Date/Time

About the Webinar

Estate planning in the context of a second (or other multiple) marriage or domestic partnership can be complex, particularly when it comes to the future of the biggest asset, the main residence of the marriage. How can a couple in this situation take steps to protect their pre-marriage or jointly obtained assets while at the same time ensure their respective children can benefit from their estate? This session will look at strategies to manage this dilemma, including:

  • The nature of a life interest and the rights and duties of the holder:
    • How is a life interested created?
    • What rights does it give the holder?
    • Are there any limitation and restrictions?
    • What happens if the holder goes into care? Can the property be sold to pay for a deposit?
    • Remainder interests and Capital Gains Tax implications
    • Tax consequences of relinquishing a life interest
    • What if the children disclaim their remainder interest?
  • A right to reside:
    • What sort of right is it?
    • Who is responsible for the upkeep of the property?
    • When does the right cease?

Presented By

Jennifer Dixon
Practice Leader, Accredited Specialist Wills & Estates, Moores Melbourne, Vic.

With one of the largest specialist estate planning teams in the country, Jennifer and her team assist clients and their advisors through the maze of planning for death and disability right through to addressing the administration of estates and private entities like trusts and SMSF’s. While the focus of the team is on dispute prevention, they also advise and guide clients through disputes and litigation associated with these areas.

Jennifer holds an honours degree in law and a diploma of financial services. She is an accredited specialist in two fields, namely: in Wills and Estates in Victoria, accredited by the Law Institute of Victoria; and as a Fellow SMSF Association Specialist Advisor / FSSA. Jennifer is an in demand speaker across Australia to professional audiences in these areas.

Over the last six years, Jennifer has been recognised as a preeminent and leading practitioner in Doyle's Guide across the two categories of Wills, Estates & Succession Planning and Wills & Estate Litigation:

  • Preeminent Wills, Estates & Succession Planning Lawyer - Victoria, 2022
  • Leading Wills & Estates Litigation Lawyer - Victoria, 2022

In addition, Moores was recognised in Victoria as a first tier law firm in both of those categories for the last six years.

Who Should Attend?

This webinar is suitable for lawyers 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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