Estate Planning & Blended Families

Estate Planning & Blended Families
This webinar covers the tax implications of blended families in estate planning objectives and solutions.

So many Australians are part of blended families, many of which function well on a day to day basis.  Competing agendas often become apparent when a parent or step parent dies, sometimes resulting in expensive litigation or very inequitable results.  Hence the need to identify estate planning objectives & solutions before things get out of hand.

Competing objectives may include

  • Financial security for a surviving spouse
  • Financial provision for children & grandchildren
  • Avoiding wealth passing to stepchildren

Housing benefits for surviving spouses

  • Right of occupation of current home
  • Right of substitution of current home for more appropriate alternative
  • Funding refundable accommodation deposits

Income benefits for surviving spouses

  • Reversionary or death benefits superannuation pension
  • Life interest pension
  • Life interest created by Will

Benefits for children & grandchildren

  • Remainder benefits post death of surviving spouse
  • Division of wealth on death – income tax considerations
  • Education trusts

Control of funds post death

  • Choice of executor – sole, shared or neutral
  • Control of SMSFs & family trusts
  • Pre-empting estate litigation

CPD hours: 1.5
Price: $113 for member, $138 for non-member
Certification is provided upon completion

Presented by: Allan Swan


Allan Swan works with private clients and their accounting, financial advisors and legal practitioners relating to the legal aspects of Preventative Law. Allan also provides practitioner training and speaking services, is an instructor for the Leo Cussen Centre for Law, the Law Institute of Victoria and other professional bodies and is also a director of the Law Institute of Victoria. Allan has 3 specialist accreditations, namely as a Chartered Tax Advisor, Trust and Estate Practitioner, and an Accredited SMSF Specialist TM. Allan holds degrees in Law and Economics and a Graduate Diploma in Financial Services.
24/04/2018 11:00 AM - 24/04/2018 12:30 PM
Online, Australia

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