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Recorded Webinars
Recorded Webinar: An Exercise in Division: Achieving Equalisation in the Estate Plan
The passing of family wealth in an equitable manner involves a considerable amount of forethought and planning, including an understanding of financial and legal issues and family needs and wants. This session will examine what advice practitioners should be giving to clients wan
PRESENTED BY
Timothy Morton
Estates Director, Farrar
Date/Time
About the Webinar
The passing of family wealth in an equitable manner involves a considerable amount of forethought and planning, including an understanding of financial and legal issues and family needs and wants. This session will examine what advice practitioners should be giving to clients wanting to leave their children an equal slice of the pie, including:
- What does equalisation of the estate mean in practice? Is it achievable?
- Equalisation strategies and family business assets
- Factoring in loans and gifts into estate planning
- Can family or testamentary trusts achieve equalisation?
- The impact of tax, duty and other financial considerations on asset sales and transfers pre and post death
- CGT calculation problems and the estate
- Do equalisation provisions in wills work? A study of Todd v Todd Ors [2021] SASC 36 and Craven v Bradley [2021] VSC 344
- Should equalisation be left to the pointy end of estate administration?
- Strategies for advising clients and drafting tips
Presented By
Timothy Morton
Estates Director, FarrarWho Should Attend?
This webinar is suitable for lawyers who advise in estate planning matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.
CPD Information
Lawyers can claim 1 CPD unit/point – substantive law . This webinar has been designed to run for 1 hour.
WA lawyers – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.
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]