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Blue Series Seminar: Estate & Business Succession Planning

Published on 16 Jul 1998 | Took place at Leonda by the Yarra, Hawthorn, VIC

Topics covered in this seminar include: Trusts & Wills and Buy-Sell Agreements.

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

Individual sessions

Trusts and wills - latest developments

Author(s):  Bruce COOK Topics covered include: recent significant developments in the Wills Act (Vic) 1997; new expanded testor family maintenance provisions & planning opportunities; succession planning in view of recent changes to deceased estates & testamentary trusts.

Materials from this session:

Buy Sell Agreements - Tax Update

Author(s):  Paul HOCKRIDGE Topics covered include: exploration of different methods; insurance proceeds trusts; timing issues - S.160U(3), put-call options, condiditons precedent; CGT Treatment & TLIP: life v trauma and TPD; self insurance v cross insurance v pooling.

Materials from this session:

Life and deceased estates - some practical issues

Author(s):  Brett DAVIS Topics covered include: impact of the new franking credit provisions; life estates - CGT issues; practical issues in adminstering deceased estates.

Materials from this session:

Recent tax changes effecting deceased estates

Author(s):  Michael FLYNN Topics covered include: Capital Gains Tax - impact of recent changes; developments in TLIP; impact of Trust Loss Measures.

Materials from this session: