2008

Estate and Succession Planning Intensive

Source: Western Australia

Published Date: 24 Sep 2008

 
This event was intended for tax practitioners, accountants, lawyers and financial planners who have clients concerned about how their wealth passes to the next generation.

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. This event 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.

Estate planning & superannuation

Author(s): Jemma Sanderson CTA

Testamentary trusts

Author(s): Bernie O'Sullivan CTA

Family trusts: Successful succession

Author(s): Bernie O'Sullivan CTA

The business buy sell

Author(s): Tim Pepper

Claims against the estate (warnings for executors)

Author(s): Craig Mckie CTA

Financial agreements

Author(s): Andrew Davies

Details

  • Published On:24 Sep 2008
  • Took place at:Hyatt Regency Hotel, Perth

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.

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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