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Recorded Webinars

Recorded Webinar: Dealing with Loan Accounts and Unpaid Present Entitlements in the Estate Plan

Loans and unpaid present entitlements are a given with any family group with a complex structure in place. Ensuring that they are dealt with appropriately is key to ensuring your estate plan holds up. This webinar covers: Finding the credit and debit loa
PRESENTED BY Daniel Smedley Principal - Sladen Legal , Melbourne

Date/Time

About the Webinar

Loans and unpaid present entitlements are a given with any family group with a complex structure in place. Ensuring that they are dealt with appropriately is key to ensuring your estate plan holds up. This webinar covers:

  • Finding the credit and debit loans and UPEs in the family structure
  • Dealing with loans:
    • forgiving them before death - CDF rules, Div 7A and other tax risks
    • forgiving loans at death
    • assigning the loans to third parties for less than market value
    • asset protection implications of dealing with loans
    • traps in dealing with loans from trusts
  • Dealing with unpaid present entitlements:
    • basis on which you can extinguish a UPE
    • UPEs to children - assignment and extinguishment
    • paying out the UPE
    • dealing with the UPE in the will

Presented By

Daniel Smedley
Principal, Sladen Legal Melbourne, Vic

Daniel Smedley, CTA, enjoys solving complex taxation and trust law issues for private enterprise clients. He is also a trusted confidant in planning the succession of his client’s personal and business affairs.

Daniel is a Chartered Tax Advisor with The Tax Institute, accredited as a specialist in Taxation Law with the Law Institute of Victoria and is recognised by his peers in Doyles Guide as a leading lawyer in Taxation. He is also recognised in the Best Lawyers list published in the Australian Financial Review being awarded the lawyer of the year in Melbourne in Taxation in 2022 and in respect of Trusts and Estates and Wealth Management/Succession Planning this year.

Daniel is a regular presenter at state and national industry conventions, conferences and workshops.

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]

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