Recorded Webinar: Handing over the Keys in the Estate Plan – Dealing with Real Property Ownership in Blended Families


1st March 2018

Duration:  approx. 2 hours 

This presentation looks at the complexities of real property ownership in blended families. Whether you own your home as joint tenant or tenants in common has important legal implications when it comes to estate planning for blended families.  This presentation covers:

  • Real property and the asset pool:
    • my house or yours? Who actually owns the main residence?
    • joint tenants v tenants in common
    • NSW notional estate rules and joint tenancy
    • how is the property interest distributed?
    • does it matter what is in the will?
  • The advantages and disadvantages of providing the spouse with a right to reside
  • Transferring existing assets – stamp duty and CGT consequences
  • Gifting shares in property to a beneficiary – practical implications
  • The use of mutual wills to deal with jointly owned homes blended families
  • Life interests – when will they be appropriate?
Our presenter

Sophie Cohen, Consultant Lawyer, View Legal

Sophie is a consultant at specialist law firm View Legal, having previously worked as a partner of a Melbourne based law firm, a sole practitioner, and the in-house legal director at a wealth management company.

She has almost 20 years legal and business experience in a number of different industries, giving her a broad commercial and legal perspective.

Sophie is passionate about delivering high quality, practical and effective estate planning, business succession and asset protection strategies, to achieve clients’ objectives.

She believes that collaborating with clients’ professional advisers including accountants, wealth managers and other lawyers, is key to providing integrated and holistic outcomes for clients.

She enjoys connecting with clients on a personal level, and values open communication, and building genuine relationships with clients, their families and their trusted advisers.


This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email:
Product Code: WBAMAR18
 Price:  $253.00 (Inclusive of GST)
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