Blended families: planning options and drafting issues

Course ID ID16015_WEP

  • Online
  • 2
  • Intermediate
  • 2 CPD POINTS

Learn how to best advise clients coming from blended families. Advising people who are part of blended or conflicted families entails identifying the risks those families are facing.  Those risks can come out of the competing objectives of competing partners, particularly where each partner has a different estate planning family priorities, eg children, grandchildren, nieces and nephews.  The risks can also come from not understanding how control of ownership structures is exercised, eg SMSFs and family trusts.  Further, those risks can come from the presence of hostile family members or vulnerable family members. 

Prior to purchase please see the information below for system requirements.

College of Law Alumni and Law Society Members receive a 10% discount on the price.

Price

Full Price $240.00

Alumni/Member Price $216.00

Dates

Start date:

01 April 2016

End date:

30 June 2017

About This Course

Outline

Blended Families (1)

  • Competing objectives & needs in blended & conflicted families
  • Potential conflict of interest for advisor
  • Balancing tax considerations & achievement of objectives
  • Scope for family member to thwart objectives
  • Legal principles, eg presumption of advancement
  • Drafting mechanisms to pass lifetime benefit, rather than control

Blended Families (2)

  • Options for thwarting family law claims
  • Options for thwarting family provision claims – Australia wide)
  • Options for thwarting family provision claims (ex NSW)

Designed for

This seminar complies with the mandatory requirements of Substantive Law and Professional Skills.

 

Presenter

Allan Swan

Throughout his working career, Allan has focused on the legal aspects of Asset and Wealth Management for a diverse range of clients assisting them to achieve their personal objectives in respect of the wealth they own or control.  Allan's particular focus is working to pre-empt problems that may occur in the future, whether those problems might be taxation, business risk, family dispute or vulnerability.  Allan's role has been first as a legal practitioner and second as a presenter, trainer and author in his fields of practice.  

Allan Swan works with clients and their accounting, financial advisors and legal practitioners relating to the legal aspects of Asset and Wealth Management, namely:

  • Asset Protection
  • Estate Planning
  • Ownership of Funding
  • Strategy
  • Structuring
  • Superannuation
  • Tax
  • Trusts

Under the Estate Planning EQUATION banner, Allan also provides training and speaking services in the above areas, is a lecturer in the Master of Applied Law degree at the College of Law, an instructor for Leo Cussen Institute for Law and other professional associations and is also the author of the CCH on-line practitioner service, Australian Estate Planning. 

Allan has 3 specialist accreditations, namely as: 

  • a Chartered Tax Adviser – TIA
  • an Accredited SMSF specialist – SPAA
  • Trusts and Estate Practitioner – STEP

Allan holds degrees in Law and Economics from Monash University and a Diploma in Financial Services.

 

Delivery

Please check the technical requirements for accessing this online  seminar contained here. 

Once registered we will send  you the access information you will need to log on to our Learning Portal from where you will be able to view the seminar.