Gifting arrangements and documentation need to reflect the changing legal and regulatory environment and individual client’s circumstances. It is no longer appropriate to use standard sale and purchase, debt back and forgiveness of debt arrangements. There is no longer one standard or right approach: gifting documents need to be adapted to individual circumstances.
The nature and scope of gifting, and the lawyer’s role in advising, varies from one client to another. A thorough understanding of the “why” and “how” of gifting in this changing environment will help you to resolve possible problems.
This webinar will discuss potential complications, the key issues to be aware of, and documentation best practice. It will consider the different solutions, along with the specific tools available to lawyers when advising your client about gifting.
Topics covered will include:
After this webinar you will:
This webinar will be useful for all property and family lawyers who are involved in gifting, and who advise on estate claims, trusts, and PPPR issues.
A background book written by the presenters is available in hard copy, PDF, or both. Please indicate your choice upon registration.
For information on what is required to participate in the webinar, click here.
View PDF brochure and registration form here.
|I can't attend, but please let me know when the book is available to purchase.|
Since the webinar is available to registrants as an archive after the live presentation, there is no cancellation – we just transfer your user status as a registrant from the live presentation to a purchaser of the webinar package of recorded webinar, PowerPoints and booklet.