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 

 ABOUT THE WEBINAR
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?
 PRESENTER
Our presenter

Dr Allison Stanfield, Senior Lawyer, View Legal

Allison has over 24 years' experience as a lawyer and in business. Allison has a broad commercial legal practice and advises clients on business and technology law, as well as succession & estate planning and commercial leasing. Although Allison runs her own legal practice, SG Legal, she also works with View Legal, a specialist virtual estate planning law firm.

For over 16 years, Allison ran e.law, a niche legal technology company, which she founded. Prior to founding e.law, Allison worked in top-tier and mid-tier law firms and as Registrar of the Court of Appeal (Qld).

A keen interest in academia has seen Allison gain her PhD, publish two academic texts and many articles. Allison speaks regularly at conferences, gives webinars and writes her own blog.

e.law, the company founded by Allison in 1999, won an iAward for innovation in court technology and become recognised as a pioneer in using technology in law. Allison was instrumental in running a number of high profile court matters including the Oswal v ANZ litigation, the HIH Royal Commission, the Oil for Food Inquiry, the Air Cargo litigation and the Channel 7 v News Limited trial, to name a few.

 WHO SHOULD ATTEND?

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.

 ENQUIRIES/ASSISTANCE
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: lisa@tved.net.au
Product Code: WBAMAR18
 Price:  $253.00 (Inclusive of GST)
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