Nine options for lifetime benefits for a surviving spouse or vulnerable child

Course ID ID16003_WEP

  • Online
  • 2
  • Intermediate
  • 2 CPD POINTS

A will-maker has traditionally had an obligation to a surviving married partner to ensure that the partner has secure accommodation and a sufficient income. This usually meant that the surviving partner was entitled to the matrimonial home.  Blended families and de facto relationships, however, pose a challenge to this idea, as do the range of aged care options available.  These changes have led to life interests that are flexible in the choice of assets that may be held for a surviving partner’s lifetime benefit.

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

Lifetime Only Future Benefits (1)

Objectives:

  • Accommodation – current and aged care
  • Use of lifestyle assets
  • Income support
  • Source of funding
  • Personally owned assets
  • Family trusts – investments and businesses
  • SMSFs and other super 


Lifetime Only Future Benefits (2)

  • Options – will-based
  • Accommodation funds – current and future needs
  • Life interest and capital reserved testamentary trusts
  • Special disability and other protective trusts
  • Options – ex-will
  • Family trust – forward income resolution and
  • non-transferable personal rights of occupation
  • Standard and life interest SMSF and other super pensions

 

Designed for

This seminar complies with the mandatory requirement of Substantive Law .

 

Presenter

Allan Swan
Laywer, Director and SMSF Specialist Advisor, Swan & Yii Pty Ltd

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, and
  • 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 holds degrees in Law and Economics from Monash University and a Diploma in Financial Services and has three specialist accreditations, namely: 

  • Chartered Tax Adviser – TIA
  • Accredited SMSF specialist – SPAA, and
  • Trusts and Estate Practitioner – STEP.

 

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.