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Recorded Webinars

Recorded Webinar: Protecting the Family Home in the Estate Plan

From the commencement of a business to the later years of life, it is not uncommon for the protection of the family home to be uppermost in the mind of its owner. This session explores the strategies being used and recent developments, including: How foolproof is registration o
PRESENTED BY Josh Philo Senior Associate - Estate First Lawyers , Toowong

Date/Time

About the Webinar

From the commencement of a business to the later years of life, it is not uncommon for the protection of the family home to be uppermost in the mind of its owner. This session explores the strategies being used and recent developments, including:

  • How foolproof is registration of the family home in the low risk spouse’s name? (Bosanac v C of T [2022] HCA 34)
  • What if asset protection strategies undertaken for business risk purposes are not aligning with estate planning intentions years later, including:
    • 99%/1% ownership allocations initially used to protect the ‘high risk” individual
  • What are the tax implications of implementing a right to occupy a main residence in the estate plan?
  • The pros and cons of transferring the family home to a trust
  • Recent developments in the use of gift and loan back strategies involving the family home and tips for minimising the risk, including:
    • when and how the arrangement may become statute barred
    • the effectiveness of using promissory notes (Re Permewan No.2 [2022] QSC 114)
  • Case study

Presented By

Josh Philo
Senior Associate, Estate First Lawyers Toowong, Qld

Josh Philo joined Estate First Lawyers in 2011 and is a senior associate. Josh values being able to effectively communicate complex legal issues to his clients to meet his client’s objectives whilst balancing competing financial and emotional issues.   Josh has a ‘no fuss’ approach to providing advice and these skills ensure that his clients receive a practical, easy to understand and, most importantly, a valuable solution to their legal matter.

Josh has been practicing in estate planning law since his admission, and also has experience in commercial and property law. He has practiced exclusively in estate planning law and estate administration law since joining Estate First Lawyers.

Josh holds a Bachelor of Laws and a Masters of Laws.  Josh also has many years’ experience in presenting to and educating clients and Advisors, through face to face inhouse training sessions, large client presentations, and webinars. Josh’s training is practical and relevant, often using case studies so his audience can easily digest information in what is a complex area of law.

Who Should Attend?

This webinar is suitable for accountants and lawyers 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.

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.

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, Lisa Tran on (03) 8601 7709 or email: [email protected]

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