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Recorded Webinars
Recorded Webinar: Estate Planning for Blended Families - Merging Business and People
Complex, blended family scenarios require complex estate planning solutions. This session examines the key issues that can arise when advising blended families with business interests, including: Defining the family tree and identifying the issues in your
PRESENTED BY
Hannah Willis
Associate, de
Date/Time
About the Webinar
Complex, blended family scenarios require complex estate planning solutions. This session examines the key issues that can arise when advising blended families with business interests, including:
- Defining the family tree and identifying the issues in your estate plan
- Being aware there may be more than one solution
- Understanding asset ownership including joint assets
- Establishing what are the beneficiaries’ expectations
- Intermingling family finances – a business to business perspective
- Examining problems when binding beneficiaries together financially
- Taking account of superannuation - pensions and death benefits
Presented By
Hannah Willis
Associate, deWho 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.
CPD Information
Accountants can claim up to 1 CPD/Training hour. FASEA – category “Technical Competence” – 1 hour. Lawyers can claim up to 1 CPD unit/point – substantive law .
WA lawyers – From April 1 st 2021, due to the new 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]