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Recorded Webinars

Recorded Webinar: Tidying Up the Estate Plans in Complex Family Arrangements - Understanding the Key Tax Imperatives

Blended families, relationship breakdown and other challenging family arrangements can give rise to complex tax issues, especially where there are children from previous relationships and assets being brought into subsequent relationships. This session deals with a range of tax i
PRESENTED BY Jennifer Dixon Practice Leader, Accredited Specialist Wills & Estates - Moores , Melbourne

Date/Time

About the Webinar

Blended families, relationship breakdown and other challenging family arrangements can give rise to complex tax issues, especially where there are children from previous relationships and assets being brought into subsequent relationships. This session deals with a range of tax issues that can arise, such as:

  • Family trust elections: ensuring that stepchildren and spouse are part of the family - options pre and post death

  • Settlement of family provision claims and differences between CGT rollover and duty exemptions - lessons from Re Livingston; Hanby v D'Wynn [2018] VSC 100

  • Use of CGT rollover in marital separations (Ellison v Sandini Pty Ltd [2018] FCAFC 44) and child maintenance trusts

  • CGT consequences of creating life and remainder interests inter vivos and as part of the estate

  • Case study: Warring adult children and the family discretionary trust - managing dispute risks without triggering resettlement

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 accountants and lawyers advising in taxation matters – 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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