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Recorded Webinars
Recorded Webinar: Gifts and Family Loans Under a Will
Making a specific gift under a will presents issues for both the will maker and the recipient. Careful consideration of a range of matters is required, not least of which is to ensure the gift does not fail for any reason. This session looks at the key issues:
PRESENTED BY
Carolyn Sparke QC
Victorian Bar, Melbourne
Date/Time
About the Webinar
Making a specific gift under a will presents issues for both the will maker and the recipient. Careful consideration of a range of matters is required, not least of which is to ensure the gift does not fail for any reason. This session looks at the key issues:
- Making an effective gift under a will
- Not underestimating estate assets prior to making gift
- Understanding liabilities and making gifts
- Risk of large specific gifts to the estate
- Dealing with the ademption risk
- Loans v gifts – documenting the process
- Treatment, waiver and forgiveness of loans made by the willmaker
- Loans and abatement when making gifts
- Case update, including Berhan Anor v Berghan [2017] QCA 236
Presented By
Carolyn Sparke QC
Victorian Bar, MelbourneWho 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]