Resources on demand

30 October 2024 – Estate planning masterclass four – Appropriation: how to get the best out of the estate

An estate will rarely consist solely of cash and will usually include a mix of real property, shares and other investments. Do all the assets need to be sold? Can you transfer assets directly to the beneficiaries?

Join Hayley and Katelyn as they discuss:

  • the powers given to an executor to sell, transfer and appropriate property
  • what to consider before appropriating assets in the estate
  • what to do when a beneficiary disagrees with the proposed distribution of the estate
  • other issues to consider when distributing the estate.

[Running time: 1 hr 8 mins]

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$165.00