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Succession and estate planning - Money, family and fights video


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Member Price: $99.00
Non Member Price: $121.00

Publication date: 08 Oct 15 | Source: VICTORIAN DIVISION, THE TAX INSTITUTE

Abstract:
This video is a filmed session from Vic 3rd Annual Tax Forum, PowerPoint slides are incorporated with the presentation.

In the good old days, a family tree was shaped like an isosceles triangle and the only thing to fight over was the estate. Now we have family trees that weave like Medusa’s hair (and just as venomous) and fights breaking out over family trusts, superannuation funds and estates. How can you as the adviser help your client navigate the perils of disputes and where does your role begin and end? This video investigates pitfalls and strategies to help you guide your clients to the best possible outcome. Attendees received a case study prior to the session covering a range of planning issues, including:

  • estate disputes - the new (2015) Victorian rules
  • SMSF disputes - the changing landscape of death benefit controversies
  • family trusts and family fights - how to transition from one generation to another
  • mutual wills - are they worth it?
  • Estoppel – be careful what you promise!

Purchase individual materials from this session:

Succession & estate planning – Money, family & fights
Author(s):  Bernie O'SULLIVAN,  Thalia Dardamanis

Author profiles

Bernard O'Sullivan CTA
Bernie is a Principal of Bernie O’Sullivan Lawyers, a firm that specialises in estate planning, taxation, superannuation and trusts and related litigation services for private and business clients. The firm helps clients move wealth from one generation to another in the most effective manner. Bernie is lead author of The Tax Institute’s Estate & Business Succession Planning, and has recently been appointed as lecturer and writer for Deakin University’s undergraduate and postgraduate courses in Estate Planning. - Current at 26 September 2017
Click here to expand/collapse more articles by Bernie O'SULLIVAN.
Thalia Dardamanis CTA
Thalia is a Special Counsel at Bernie O’Sullivan Lawyers. She has been practising in superannuation law and estate planning for approximately 10 years. Thalia is a regular presenter on superannuation and wealth succession topics and has published extensively in these areas. For several years now she has been lecturing the superannuation module of the advanced Chartered Tax Adviser (CTA) program for The Tax Institute. She is currently a member of The Tax Institute’s National Superannuation Technical Committee and is completing her Master of Laws at the University of Melbourne. - Current at 30 June 2015
Click here to expand/collapse more articles by Thalia Dardamanis.
This was presented at Vic 3rd Annual Tax Forum .

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