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Recorded Webinars

Recorded Interactive Webinar: Charitable Bequests and the Tax Trap: Getting the Estate Plan Right

It's not uncommon in a will to include a bequest to an organization that the willmaker has a special affinity with. This session explores the tax impact this can have, including: The pros and cons of a pre or post death gift to a charitable or other not-for-profit organisation
PRESENTED BY Paige Edwards Partner - HopgoodGanim Lawyers , Brisbane

Date/Time

About the Webinar

It's not uncommon in a will to include a bequest to an organization that the willmaker has a special affinity with. This session explores the tax impact this can have, including:

  • The pros and cons of a pre or post death gift to a charitable or other not-for-profit organisation
  • Pros and cons of leaving CGT assets to a charitable or other not-for-profit organization or having executor sell and pay proceeds directly
  • How capital gains tax is applied when the beneficiary of a will is a charitable or other not-for-profit organisation
  • How the term “Deductible Gift Recipient” impacts on the tax consequences of a bequest
  • Can CGT event K3 apply to bequests to charitable and other non-profit organizations?
  • Is the setting up of a testamentary trust a tax-effective option for ongoing support of a charitable or other non-profit organization? (ATO ID 2004/458)
  • How the drafting of the will can impact on the tax consequences of a bequest to a charitable or other non-profit organisation
  • Practical examples

Presented By

Paige Edwards
Partner, HopgoodGanim Lawyers Brisbane, QLD

A Queensland Law Society Accredited Specialist in Succession Law, Paige is a trusted advisor to business owners, family offices, professional trustee companies and individuals with complex personal and financial affairs. She has extensive experience in estate planning, administration and is recognised for her ability to deliver strategic and practical solutions that protect wealth, reduce conflict and assist with smooth intergenerational transitions.

Paige regularly assists clients with the design and implementation of family constitutions, advisory boards, bespoke trust deeds and company constitutions, as well as restructuring entities to support long-term succession goals. She also facilitates family meetings and works closely with accountants, financial advisors, and other professionals to provide integrated solutions.

Paige has a particular interest in trust law, including charitable trusts, superannuation funds and family trusts. She advises trustees on the discharge of their obligations and frequently acts in applications to the Court for directions, rectification of trust deeds, or reconstruction of lost deeds.

Paige attained a Bachelor of Laws (Corporate and Commercial Law Specialisation) from Bond University and a Master of Taxation (Tax Law) from the University of New South Wales.

Who Should Attend?

This webinar is suitable for accountants and lawyers advising in Estate Planning – Australia wide.  This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Information

Accountants can claim up to 1 CPD 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.

OPTIONAL ONLINE QUIZ

We will be adding an optional online quiz to the recording of this webinar to make it interactive in terms of the type of CPD that can be claimed. Upon completion of the quiz the successful registered user will receive a CPD certificate confirming completion and the CPD units/points/hours earned. The online quiz will be available with the recording – typically within 1 to 2 days of the live webinar being held.

WA lawyers – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Jason Hooker on (03) 8601 7709 or email: [email protected]

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