16th Annual Estate Planning Conference e-book
Date
25-03-2022About 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 year’s annual estate planning 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.
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
Jennifer Dixon, Principal, Moores, Melbourne
Allan Swan, Director, Estate Planning Equation, Melbourne
Daniel Smedley, Principal, Sladen Legal, Melbourne
Nathan Yii, Principal Lawyer, Chartered Tax Advisor and SMSF Specialist Advisor, Nathan Yii Lawyers, Melbourne
Michelle Griffiths, Partner, TAG Financial Services, Melbourne
David Foulds, Client Director, Pitcher Partners, Melbourne
Bernie O’Sulliivan, Principal, Sladen Legal, Melbourne
Damian O’Connor, Principal Chartered Tax Advisor, Tax + Law, Brisbane
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]