Preventative estate planning

Course ID ID16025_WEP

  • Online
  • 2
  • Intermediate
  • 2 CPD POINTS

Learn how to avoid an estate challenge. The build-up of an individual’s wealth can be reversed by a successful challenge by a hostile domestic partner, child or other family member, utilising the provisions of the Australian federal family law provisions or the state and territory succession law provisions.  So often, these challenges could have been thwarted had forward planning occurred and a defensive strategy been put in place. 

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

Preventative Estate Planning

  • Scope for a future estate planning challenge
  • Challenge via NSW notional estate provisions
  • Challenge via other state and territory laws
  • Challenge via SCT
  • Challenge via completion of family law proceedings post-death
  • Potential conflict between challenge laws
  • Ensuring gifts are valid
  • Thwarting a non-NSW estate or family trust claim
  • Thwarting a future non-NSW SMSF asset claim
  • Thwarting a future NSW notional estate claim
  • Thwarting a future SCT claim
  • Thwarting a future family law claim
  • Assisting an estate beneficiary to defend a future claim
  • Loan backs – secured v unsecured
  • Lifetime asset transfer costs – CGT, transfer duty and GST

designed for

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

 

presenter

Nathan Yii 

Nathan provides legal advice and services to accountants, financial advisors, legal practitioners and their respective clients in the areas of Asset and Wealth Management.  A key feature of Nathan's practice is to ensure that his clients are provided with a clear understanding of how they may best utilise the options available to them.  Nathan's particular focus is to ensure that the complex laws that govern these areas are distilled down to a form that clients can readily understand and apply to their advantage. 

Nathan's experience extends to advising on acquisitions, tax-effective structuring, restructuring and succession of the SME businesses and investments of high net worth individuals.  In providing legal advice, Nathan has particular regard to the taxation implications such as CGT, income tax, state duty and GST, as well as issues such as family law risk, future creditor risk and risk of family dispute.  As part of his practice, Nathan advises on SMSF compliance and transactions including limited recourse borrowing arrangements and strategic planning.  Nathan also implements estate planning and business succession strategies for his clients.

Via Estate Planning EQUATION, Nathan is involved in the teaching of the superannuation, trusts and estate planning subjects for professional associations.  Nathan is also a regular presenter for practitioner discussion groups and a writer for professional journals in his areas of interest and expertise.

Nathan has a Bachelor of Commerce (Accounting) and a Bachelor of Laws (Hons) from the University of Melbourne.  He is currently completing his Master of Laws at the University of Melbourne and has taken a focus on taxation and superannuation law in the Melbourne Law Masters programme.

Professional Memberships:

  • Law Institute of Victoria (LIV)
  • Self-managed Superannuation Funds Professional's Association of Australia (SPAA)
  • Tax Institute of Australia (TIA)

 

Deliver

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.