Inheritance Disputes Workshop - Melbourne

Tips, traps and practical case studies on how to manage and resolve inheritance disputes tax-effectively.

Estate and inheritance litigation and disputes are often highly emotionally driven.  Parties often ignore the tax consequences of the matter until it is too late.  This workshop will highlight the important capital gains tax rollover provisions as well as Victorian duty exemptions which are available in the deceased estate context and that should be considered when settling estate disputes or litigating estate matters.  A detailed case study involving disputes between beneficiaries about personally owned assets, family trusts and superannuation will be discussed to encourage tax advisors to be proactive in the dispute resolution process and not just “leave it to the lawyers”.  

Topics covered:

  • Family provision laws: the basics – how a claim is made against the estate and what assets are at risk of a claim; 
  • Other structures: family discretionary trusts and superannuation funds – are they safe from a claim; 
  • Resolving disputes in a tax-effective manner where there are competing claims to an estate, superannuation, investment and business assets: focus on the result, not the fight itself; 
  • Available CGT rollovers, concessions as well as Victorian duty exemptions and concessions on transfers of wealth when managing disputes.  


Learning objectives:

  • Identify the nature of a dispute or when a dispute is likely to occur in the transition of wealth on death; 
  • Evaluate the tax-effectiveness of a settlement result; 
  • Suggest possible tax-effective solutions to a settlement of a claim having regard to trusts, superannuation and tax principles; 
  • Identify opportunities when legal professionals need the input from tax professionals in a wills, estates and trusts dispute context
Suitable for: Accountants, financial planners, other advisors

Level: Intermediate

CPD hours: 2
Price: $180 for member, $235 for non-member
Certification is provided upon completion


Presented by: Nathan Yii


Nathan Yii is an experienced structuring and estate planning lawyer and is recognised in Doyles’ Guide as a leading Wills, Estates & Succession Planning Lawyer in Victoria. He works with accountants, financial planners and other lawyers to achieve their clients’ structuring and estate planning objectives, factoring in taxation, asset protection, SMSF compliance and dispute prevention. He consults to family businesses and family offices of high net worth individuals around Australia and also acts for clients in trusts and estate dispute matters. Nathan is a regular presenter and shares his insights with financial and legal practitioners. He is Chartered Tax Advisor, an SMSF Specialist Advisor and a lecturer in the College of Law’s Master of Laws program and holds a Bachelor of Commerce (Accounting), a Bachelor of Laws (Hons) and a Master of Laws. 
14/03/2019 10:00 AM - 14/03/2019 12:00 PM
Karstens Melbourne
123 Queen St
Melbourne, VIC 3000 Australia

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