Real Property Dilemmas: Impact on Estate Planning
Gifting, transferring and protecting real property as part of your client’s estate plan, will be addressed in this session. You will examine the distinction between life interests and right to occupy, then review the pros and cons of protecting real property using testamentary trusts.
Description
Attend and earn 1 CPD unit in Substantive Law
This program is based on VIC legislation
Real Property Dilemmas: Impact on Estate Planning
- Conditions that determine the ownership of real property
- Strategies for gifting real property and the dilemma of the holiday house
- Asset protection strategies: life interest vs right to occupy
- How to transfer property in return for care
- Protecting real property with testamentary trusts: the benefits and pitfalls
Presented by Ines Kallweit, Principal Solicitor, KHQ Lawyers; Accredited Specialist in Wills & Estates Law; Preeminent Wills, Estates & Succession Planning Lawyer and Preeminent Wills & Estates Litigation Lawyer, Doyle’s Guide 2019