- CPD Points: 1 [PS] [SL]
- Price: $45.00
- Area: Elder and Succession Law; Estate Planning; Legal Skills & Technique; Wills
- Delivered: November 2022
Digital Content
- Recording
- PDF of Materials (5 pages)
To purchase login below
Description
Mr Matthew Pawson, Consultant, Rae & Partners, discusses death and taxes. Mr Pawson covers the following general considerations: executors as trustees for all purposes of the ITAA36/97; ATO's view about estate administration; Whiting's case; Timelines for residuary estate to be determined; Tax liability, and the lodging of tax returns; Deeds of Family; Arrangement; Distributions; and, Main residence;
Mr Pawson also discusses:
– Superannuation including – Binding death nominations (BDN); Control issues; and, Conflicts of interest.
– Life Estates: CGT Events
– Lawyers as Executors of an Estate: Consideration of the nature of Executorship and the Solicitors Conduct Rules
– Residency Issues: Residency of the Executor; and, Multiple Wills
– Beneficiaries: Streaming/Power of Appropriation; and, Testamentary Trusts
– Will Drafting
Key takeaways from this session include: Practitioners will be given clear practical guidance on tax issues that frequently arise in Estate matters, and the tools and knowledge required to manage those issues. The presentation will include guidance as to the preparation of Wills, lawyers as Executors of an Estate, Life Estates, Superannuation and Binding Death Nominations.
- CPD Points: 1 [PS] [SL]
- Price: $45.00
- Area: Elder and Succession Law; Estate Planning; Legal Skills & Technique; Wills
- Delivered: November 2022
Digital Content
- Recording
- PDF of Materials (5 pages)
To purchase login below
Description
Mr Matthew Pawson, Consultant, Rae & Partners, discusses death and taxes. Mr Pawson covers the following general considerations: executors as trustees for all purposes of the ITAA36/97; ATO's view about estate administration; Whiting's case; Timelines for residuary estate to be determined; Tax liability, and the lodging of tax returns; Deeds of Family; Arrangement; Distributions; and, Main residence;
Mr Pawson also discusses:
– Superannuation including – Binding death nominations (BDN); Control issues; and, Conflicts of interest.
– Life Estates: CGT Events
– Lawyers as Executors of an Estate: Consideration of the nature of Executorship and the Solicitors Conduct Rules
– Residency Issues: Residency of the Executor; and, Multiple Wills
– Beneficiaries: Streaming/Power of Appropriation; and, Testamentary Trusts
– Will Drafting
Key takeaways from this session include: Practitioners will be given clear practical guidance on tax issues that frequently arise in Estate matters, and the tools and knowledge required to manage those issues. The presentation will include guidance as to the preparation of Wills, lawyers as Executors of an Estate, Life Estates, Superannuation and Binding Death Nominations.
Matthew Pawson, Consultant, Rae & Partners Lawyers
About the Presenter:
Mr Matthew Pawson’s career spans 20+ years as a commercial lawyer across Tasmania. He was as a Board Member and National President of The Tax Institute and was awarded Life Membership in 2018. Matthew is also a member of the Law Society of Tasmania, ALPMA, CLEAA and the J. Reuben Clark Law Society. He has a great interest – he would say passion – for teaching the law. He particularly enjoys mentoring young legal practitioners. In 2019 Matthew was appointed as the Commercial and Corporate Practice course convenor for the Centre for Legal Studies to teach post-graduate commercial law practice. He advises on high level commercial transactions, business structuring, governance and corporations law, trusts, tax, Wills and Estate Planning and business succession planning. You could say that he’s a human dream catcher, helping clients transform ideas and aspirations into reality while protecting their interests along the way.+
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About the Presenter: