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All You Need To Know About Estate Planning

Published on 20 Nov 2001 | Took place at Sheraton on the Park, Sydney, NSW

This seminar guides the tax practitioner through the issues and warns of the traps of estate planning

Get a 20% discount when you buy all the items from this event.

Individual sessions

Introductory estate planning

Author(s):  Peter HOGAN This powerpoint presentation provides an overview of estate planning, focuses on: the holistic approach to estate planning, tax effective and asset protection structures, common estate planning mistakes, maximising the value of your estate upon death.

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Assets owned by individuals/trustees of discretionary trust

Author(s):  Greg GANZ This seminar paper discusses assets owned by individuals, minimisation of rate on tax income of estate, assets held by trustee of discretionary trust.

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Superannuation and estate planning

Author(s):  Andrew SKINNER This seminar paper discusses superannuation and estate planning, with a focus on self-managed superannuation funds and estate planning, tax effective ways of combining superannuation with estate planning, superannuation death benefits as part of estate planning, binding death benefit nominations, tax implication of death.

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Business succession planning

Author(s):  Peter BOBBIN This seminar paper discusses business succession planning, with a focus on: the interaction of business planning and estate planning, how to structure a tax effective business succession plan?, buy and sell option agreements, what is the current state of play, what are the stamp duty issues?

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Principles of estate planning

Author(s):  Andrew FRANKLAND This seminar paper explains why you should revamp your will drafting and probate practice to accommodate taxation issues.

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