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Recorded Webinars

Recorded Webinar: Severing Joint Tenancies in Estate Planning – Get it Right Before You Go

This webinar looks at the issues arising from jointly owned assets. Will joint bank accounts be distributed to beneficiaries or automatically pass to the other joint owner? This session covers: Types of Co-Ownership Identifying the assets held
PRESENTED BY Steve Grant Director - Merthyr Law , Brisbane

Date/Time

About the Webinar

This webinar looks at the issues arising from jointly owned assets. Will joint bank accounts be distributed to beneficiaries or automatically pass to the other joint owner? This session covers:

  • Types of Co-Ownership
  • Identifying the assets held jointly – real property, bank accounts, shares and other personal items:
    • when does the presumption of ownership as tenants-in-common apply?
    • evidence of co-ownership (form)
  • Dealing with property:
    • to sever or not to sever?
    • converting to tenants in common – how can this be done?
    • effect of severance
    • bankruptcy implications
    • severance and then what?
    • blended family issues – creating a life interest for the surviving spouse
    • CGT consequences

Presented By

Steve Grant
Director, Merthyr Law Brisbane, QLD

When Steve is not competing in the Noosa Triathlon or swimming to Rottnest Island, he is one of the Directors of Merthyr Law.

Steve Grant practises in estate planning, being an Independent Trustee | Public Speaker | Board Member | Family Business Advisor | School Rugby Coach.

His 40 years of experience working in a legal office can assist families through tricky succession and governance issues.

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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