- The ageing population continues to fuel client demand for good practical advice in the area of estate and business succession planning. This estate and business Succession Planning seminar discussed some of the most topical and important areas of estate and business succession planning with the focus on practical issues, recent developments,and most importantly, new cutting edge strategies and planning opportunities for clients.
- Topics covered include:
- the family business - transfer to the next generation?
- buy/sell agreements, funding & insurance - tax, practical & commercial aspects
- asset protection - just how safe is your superannuation?
- superannuation & estate planning
- recognising the importance of the identity of appointor(s) under and the structure of the appointor clause in a family trust deed
- insurance & estate planning
- do you (and I really mean you & not just your client) need to be putting in place a guardianship agreement as well as an enduring power of attorney?