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Death & Taxes

Published on 11 May 2006 | Took place at Rydges Riverwalk, Richmond, VIC

Practitioners are increasingly called upon to advise clients on effective estate and succession planning strategies. This can be very complicated because a mix of different laws come into play.

These seminar materials will update you in relation to relevant developments in tax, superannuation and laws relating to wills, testamentary trusts and claims against estates which you need to be aware of.

In the first session, tax issues unique to estate planning were addressed by Michael Flynn. In the second session, a range of estate planning issues for superannuation funds and benefits were canvassed by Daniel Butler.

In the third session, the typical ways in which will and testamentary trusts can be challenged was covered by Richard Boaden. In the final session, different estate planning strategies and techniques were analysed by Bernie O’Sullivan.

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

Individual sessions

Succession planning: prevention is better than cure

Author(s):  Bernie O'SULLIVAN

This presentation looks at:

  • strategies to minimise claims against your estate
  • dealing with family trust succession
  • letters of wishes - advantages and risks
  • superannuation death benefit nominations.
Materials from this session:

Claims against wills

Author(s):  Richard BOADEN

This paper looks at:

  • who can claim against your Estate, eg. ex-spouse, step-children, grandchildren, housekeepers, etc.?
  • how can a claim be made?
  • factors which the Court will take into account
  • who pays for the costs, the estate or the claimant?
  • how to settle claims cost effectively.
Materials from this session:

Superannuation and estate planning strategies

Author(s):  Daniel BUTLER

This paper looks at:

  • tax effective super payments on death
  • succession to the SMSF and minimising disputes
  • anti-detriment deductions under 279D and providing a gross up on death
  • dealing with excess benefits.
Materials from this session:

Death - a taxing time

Author(s):  Michael FLYNN

This paper looks at:

  • life interest estates and franking credits
  • land held by testamentary trusts
  • small business relief and Division 152 in a deceased estate context
  • stamp duty issues.
Materials from this session: