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 Recorded Webinar: Structuring the Estate Plan: The Tax Implications

Date: Tuesday 10th August 2021
Duration: Approximately 1 Hour

Tax risk is the key consideration in estate planning. This session looks at when red flags arise in tax risk and minimization strategies when structuring your estate plan. It includes:

  • Minimizing tax payable by estate – an overview
  • Developing an investment structure to hold assets for future tax minimization
  • Understanding how a will provides opportunities for tax planning
  • Minimizing CGT on disposal of deceased assets
  • Understanding tax implications if super passes to non-dependent beneficiaries
  • When stamp duty and land tax surcharges may apply on dispositions
  • Stamp duty on transfer issue or redemption of units in a unit trust or company shares
  • Tax issues when assets are left to foreign residents or non-deductible gift recipients
  • Strategies to minimize future income tax payable by beneficiaries
Recorded Webinars,Taxation,Recorded Webinar: Structuring the Estate Plan: The Tax Implications

Sophie Cohen, Managing Director, Loch Legal, Victoria

Sophie is the managing director of recently established law firm Loch Legal, delivering estate planning, commercial and property legal solutions ‘with heart’.

Sophie has over 25 years of experience as a lawyer, business advisor and leader, giving her a broad commercial and legal perspective. She has 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.

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 connecting with clients on a personal level and collaborating with clients’ professional advisers including accountants, wealth managers and other lawyers, is key to providing integrated and holistic outcomes for clients.


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.


Accountants can claim up to 1 CPD/Training hour.  FASEA – category “Technical Competence” – 1 hour.  Lawyers can claim up to 1 CPD unit/point – substantive law.  This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

WA lawyers – From April 1st 2021, due to the new requirements we are unable to verify your completion of recorded webinars to the Legal Practice Board of WA.

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: [email protected]

© Television Education Network Pty Ltd 2021

Product Code: WBKAUG21
 Price:  $269.50 (Inclusive of GST)
© 2021 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.