Fifth Annual September Estate Planning Conference e-book
Date
08-09-2022About the eBook
Estate planners have the difficult task of weighing up a client’s family dynamics, unique financial circumstances as well as their personal needs in order to create a bespoke and appropriate estate plan. It can be a difficult balancing act. This conference is the repeat of our annual estate planning conference held in Melbourne in March 2022. This conference will address this challenge, along with other key issues estate planners face, including loan management strategies, second spouses and the family home, as well as designing an estate plan for the family business. It also includes a deep dive into super, with separate sessions on 6 member SMSFs, as well as the role of trustee discretion in death benefit decisions. Impact of Family Dynamics on the Estate Plan
The Role of Trusts in the Estate Plan
Estate Planning Mechanisms for Specific Assets
Superannuation
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The Faculty
Matthew Burgess, Principal, View Legal
Edward Skilton, Principal, Sladen Legal, Melbourne
Paul Evans, Partner, Makinson d’Apice Lawyers, Sydney
Greg Russo, Partner, Featherbys Lawyers, Melbourne
George Kolliou, Director, AG Tax Lawyers, Melbourne
Steve Grant, Director, Merthyr Law, Brisbane
Daniel Smedley, Principal, Sladen Legal, Melbourne
Patrick Ellwood, Director, Clover Law, Brisbane
Laura Hanrahan, Special Counsel, Holding Redlich, Brisbane
Neal Dallas, Principal, McInnes Wilson Lawyers, Brisbane
Allan Swan, Director, Estate Planning Equation, Melbourne
Enquiries/Assistance
If you need assistance or have an enquiry, please do not hesitate to contact our Customer Service Officer, Natasha De Paola on (03) 8601 7721 or email: [email protected]