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Estate and Business Succession Planning 2012

Published on 03 Dec 2012 | Took place at Adelaide, Port Lincoln, Mt Gambier , SA

    The aging population continues to fuel client demand for good practical advise in the area of estate and business planning succession.
These presentations focused on some of the most topical and important areas of estate and business succession planning with the focus on practical issues, recent developments, and most importantly, new cutting edge strategies and planning opportunities for your clients.

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

Individual sessions

The use of Testamentary Trusts and life interests in estate planning

Author(s):  Matthew TRIPODI

Testamentary Trusts present a unique opportunity for a will maker to rule from the grave and/or provide a tax effective investment vehicle to store and grow family wealth. Structured correctly a Testametnary Trust can provide benefits to beneficiaries many years into the future after the will maker's death. This presentation covers the advantages of Testamentary Trusts, the tax issues - both current and perennial - and the aspects in relation to the structuring of the Testamentary Trusts. In addition it will cover some of the issues to be considered by an estate planner when considering the use of life estates and whether this approach still has a role in the modern will.

Materials from this session:

How to structure a Business Succession Plan

Author(s):  Julie VAN DER VELDE

Mixing succession law and commercial common sense with tax planning, this presentation will lead readers through the how-to plan for business succession and its integration with an individual's estate plan. Various forms of succession are considered with practical tips for dealing with family issues, management buy-outs, structures that get in the way and deveoping a Buy/Sell plan. Tax issues for each option and each step are covered including income tax, capital gains tax, stamp duty and GST.

Materials from this session: