As a result of Australia's aging population the market for good estate and succession planning advice has grown considerably in recent years and this growth is expected to continue in the years ahead. This seminar provided practitioners with an excellent opportunity to further refine their skills and learn about the new cutting edge strategies and developments in this area. The emerging planning opportunities for clients mean that maintaining knowledge in this area is crucial. Our panel of expert speakers covered both the planning opportunities for individuals and businesses. Important issues such as the use of testamentary trusts, superannuation death benefits, restructuring for succession and buy/sell agreements were examined.
Testamentary trusts paper
Author(s):
Denis Barlin CTA
Materials from this
session:
Family trusts: Successful succession
Author(s):
Bernie O'Sullivan CTA
Materials from this
session:
Important changes to the Law of Wills and succession in NSW
Author(s):
Ramena Kako
Materials from this
session:
Overview of the Family Provision Act, 1982 and proposed changes to the legislation under the Succession Amendment (Family Provision) Bill 2008
Author(s):
Jane Needham
Estate planning for business owners
Author(s):
Louise Biti
Materials from this
session:
Restructuring the family group for an estate plan
Author(s):
Bill Shew CTA
Materials from this
session:
Business succession planning - Buy/sell agreements
Author(s):
Chris Tsovolos FTI
Materials from this
session:
Details
- Published On:23 Jul 2008
- Took place at:Marriott Hotel, Sydney
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Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.
This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.
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2008
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