2010

Succession Planning Masterclass

Source: Victoria

Published Date: 28 Sep 2010

 
Many of your clients have their wealth invested in superannuation funds, family trusts and/or business entities. These clients need a robust succession strategy in the event of their death or incapacity. Where clients have tangled personal lives, added complexities arise.

The presenters at this event included some of the best known experts in estate and business succession planning. They identified some of the key planning problems facing your clients.

Passing control of family trusts - A discussion

Author(s): Graeme Halperin CTA

The interaction of family law and estate planning

Author(s): Peter Crofts

Tax planning for estates

Author(s): Michael Flynn KC, CTA-Life

Business succession - Demystifying buy-sell agreements

Author(s): Paul Hockridge CTA

Superannuation and death

Author(s): Chris Ketsakidis CTA , Thalia Kalaboukas

Details

  • Published On:28 Sep 2010
  • Took place at:Kooyong Lawn Tennis Club, Kooyong

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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