Top Issues in Estate Planning for Blended Families - Webinar Recording



Presented by: Allan Swan

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

In this webinar, we looked at how to address these issues now, rather than have them come back to haunt you.

Recorded on Tuesday, 24 April 2018

1.5 CPD Hours

 
Estate Planning & Blended Families


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