#113 – Being fair v being equal: Balancing adjustments in holistic estate planning

In any estate planning exercise involving more than one potential beneficiary a threshold question will be whether the focus is on achieving a distribution that is fair, or equal.

Where equality is the desired outcome there are a range of second order consequences that need to be managed.

This webinar will provide an overview of the key issues advisers must consider in guiding their customers in this area, including:

1. Exploration of the key balancing adjustment strategies, including loans, UPEs, superannuation and capital gains tax;
2. Consideration of the main legal documentation relevant, including ‘hotchpot’ clauses in wills;
3. Analysis of the various points in time that can be used as the ‘effective date’;
4. Discussion of leading cases; and
5. Practical examples.
   
   

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

PODCAST: #107 – Adviser Facilitated Business Succession Planning: The Steps for Success 

PODCAST: #108 – Asset Revaluation Reserves: A Holistic Estate Planning Strategy Unpacked

Listen to View’s previous episodes here.