Join us for our webinar
When wealth protection and family law collide
Tuesday, 24 February 2026
12.30pm – 1.30pm
Wealth protection strategies are often implemented with the best of intentions - to preserve family wealth, protect the balance sheet, plan for succession. But when relationships break down, those same structures and transactions (trusts, companies, guarantees, related-party loans, “Bank of Mum and Dad” advances) can be tested, scrutinised and, in some cases, unravelled.
This session is designed for accountants, financial planners and individuals who want a clearer view of where commercial and estate planning decisions intersect with family law risk, and what practical steps help reduce exposure before issues arise.
What we’ll cover
Asset protection for intergenerational wealth: where common structures can become vulnerable and what to consider early
Loans from the “Bank of Mum and Dad”: loans vs gifts, documentation, repayment conduct, and why it matters
Practical considerations and risks in a family law context: what advisers should be asking when clients have trusts, structures, or informal family arrangements in place
Speakers
Tara Paatsch, Principal Lawyer – Family Law
Tara practices exclusively in family law and has significant experience across the full range of family law issues, including financial matters. She regularly appears in the Magistrates’ Court of Victoria and the Federal Circuit and Family Court of Australia.
Joseph Flanagan, Senior Associate – Commercial Law
Joseph advises across duties and state taxes, business and personal succession planning, commercial contracts, business structuring and asset protection, bringing a commercial and structural lens to intergenerational wealth planning.
Register now to secure your place.