17th Annual Estate Planning Conference e-book
Date
24-03-2023About the eBook
Estate planners often have to find a balance between their clients' need for security and control versus the necessity for accommodating change. It's not always easy. This year's annual estate planning conference will cover this balancing act, along with other vital topics estate planners regularly encounter, such as where superannuation sits in the estate plan, distribution dilemmas and the taxation of trusts, as well as challenging discretionary trust decisions. It also examines the ongoing use of gift and loan back arrangements, as well as protecting the bank of Mum and Dad. Creating Certainty in the Estate Plan
Trusts in the Estate Plan
Preventing Conflict and Managing Relationships
Estate Planning for Older Clients
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The Faculty
Bryan Mitchell, Principal, Mitchells Solicitors, Brisbane
Paul Evans, Partner, Makinson d’Apice Lawyers, Sydney
Matthew Burgess, Director, View Legal, Australia
Jennifer Dixon, Principal, Moores, Melbourne
Daniel Smedley, Principal, Sladen Legal, Melbourne
Greg Russo, Partner, Featherbys Lawyers, Victoria
Ed Skilton, Partner, Sladen Legal, Melbourne
Emma Woolley, Partner, Hall Wilcox, Melbourne
Nathan Yii, Principal Lawyer, Chartered Tax Advisor and SMSF Specialist Advisor - Nathan Yii Lawyers, Melbourne
Justine Taylor, Principal Director, Uther Webster Evans, Sydney
Patrick Ellwood, Director, Clover Law, Brisbane
Adeline Schiralli, Consulting Principal, Keypoint Law, Sydney
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]