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Estate Planning Update

Published on 09 Oct 2003 | Took place at Sydney and Parramatta , NSW

This seminar series was held in:
- All Seasons Premier Menzies, Sydney on 7 October 2003
- Crowne Plaza, Parramatta on 9 October 2003

This seminar briefly discussed two key areas of succession planning which are often overlooked and are particularly relevant for the baby boomer generation.

Individual sessions

Estate Planning Update

Author(s):  Chris TSOVOLOS The first part of this presentation briefly discusses the risks an estate faces from claims being made and how to protect them. The number of claims made upon deceased estates is escalating, and failing to plan for such events may defeat an estate plan.

The second part of the presentation considers how to best use the CGT concessions as part of a business succession plan, both during retirement and also in the event of the death of a principal.

Materials from this session: