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Estate and Succession Planning Intensive

Published on 01 Nov 2010 | Took place at City West Receptions, West Perth, WA

Given the significant wealth transfer that we are experiencing in Australia, and will continue to experience on an increasing basis into the future, clients are becoming extremely conscious with providing adequate financial resources for their families. Succession planning is now very much entrenched as a daily aspect of the practice of many accountants, lawyers and financial planners.

This event was designed to de-mystify some of the common issues arising in a succession planning environment, including providing practical, real life workshop examples, designed to provide user friendly assistance to accountants, lawyers and financial planners dealing with succession planning issues.

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

Individual sessions

Vital issues -Testamentary trusts

Author(s):  Arlene MACDONALD This presentation covers:

  • tax benefits generally
  • minor's tax benefits
  • ssset protection generally
  • protection from family law property division
  • delegation of testamentary powers
  • confusing terminology "testamentary trust"
  • varying terms of testamentary trust
  • how many testamentary trusts
  • the will and intervivos trusts.
Materials from this session:

Kennon v Spry

Author(s):  William SLOAN This paper covers:

  • background
    • property settlement in the family court
    • transactions to defeat claims
    • orders and injunctions binding third parties
  • Kennon v Spry
  • cases since
  • Family Law Act 1975 (Cth).
Materials from this session:

Superannuation and estate planning

Author(s):  Jemma SANDERSON This paper covers:

  • recent announcements - estate planning and super
  • practical implications when a member passes away
  • fund reserves.
Materials from this session:

Claims against the estate

Author(s):  Craig MCKIE This paper covers:

  • a valid will
  • testamentary contracts or promises - the grant of a power
  • inheritance (Family & Dependants Provision) Act 1972
  • transfer assets in lifetime
  • creditors claims.
Materials from this session: