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Recorded Webinars

Recorded Webinar: Time for a Tidy Up? Resolving Estate Planning Issues relating to UPEs and Division 7A

Unpaid present entitlements can have unintended consequences for an estate plan, leaving the Legal Personal Representative with more on their plate than first thought. This session explores some of the issues, including: A review of the assets that actuall
PRESENTED BY Paige Edwards Senior Associate - McCullough Robertson Lawyers , Brisbane

Date/Time

About the Webinar

Unpaid present entitlements can have unintended consequences for an estate plan, leaving the Legal Personal Representative with more on their plate than first thought. This session explores some of the issues, including:

  • A review of the assets that actually form part of an individual’s estate and where the trust fits in
  • Has the UPE been dealt with under the requirements of TR 2010/3 and PSLA 2010/4?
  • Options and strategies for unwinding UPEs and division 7A loans, including:
  • paying out
  • forgiving
  • What are the consequences of doing nothing?
  • Practical examples

Presented By

Paige Edwards
Senior Associate, McCullough Robertson Lawyers Brisbane, Qld

Paige is a Lawyer in the Estates team, practicing exclusively in the area of succession law since her admission in October 2012. Her main area of practice has always been estate planning for high net worth clients with complex structures as well as for blended families, families with children with special needs or individuals with difficult personal situations.

As part of the practice, Paige acts for individuals from diverse backgrounds, professional trustee company organisations, other law firms, charities, government organisations and departments, accountants and financial advisors.

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.

CPD Information

Accountants can claim up to 1 CPD/Training hour. Lawyers can claim up to 1 CPD unit/point – substantive law . This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

WA lawyers – From 1/4/2021, due to changes to your CPD requirements we are unable to verify your completion of recorded webinars to the Legal Practice Board of WA.

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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