18th Annual Estate Planning Conference e-book
Date
22-03-2024About the eBook
Designing the Estate Plan to Match the Needs of the Next Generation
- Succession and Control in Intergenerational Business Estate Planning
- Factoring Parental Loans into the Estate Plan
- Trust Me: Protecting Vulnerable Family Members in the Estate Plan
- Choosing the Right Executor to Implement the Estate Plan
- Five Minutes to Midnight: Challenges in Estate Planning for the Elderly Client
Risks in the Estate Plan
- Damned if you do, damned if you don’t: Inclusion and Exclusion in Estate Planning
- Hands Off: Protecting Family Trusts from the Ex-Laws
- Mis-Deeds, Irregularity and Deficiencies: The Estate Planner’s Nightmare
Superannuation and the Estate Plan
- Be Alert and Alarmed: Superannuation Tax Update
- The Devil in the Detail of Binding Death Benefit Nominations
The Faculty
Justine Taylor, Principal Director, Uther Webster & Evans, Sydney
Greg Russo, Principal, Greg Russo Law, Melbourne
Bryan Mitchell, Principal, Mitchells Solicitors, Brisbane
Warwick Gilbertson, Partner, Turnbull Hill Lawyers, Sydney
Stephen Lynch, Director, Somerville Legal, Sydney
Tanya Chapman, Solicitor, Baker Love, Wallsend, NSW
Christian Teese, Special Counsel, Rigby Cooke, Melbourne
Barry Berger, Principal & Accredited Family Law Specialist, Dignity EDR, Melbourne
Matthew Burgess, Director, View Legal, Australia
Peter Crump, Senior Consultant, BDO, Adelaide, SA
Nathan Yii, Principal Lawyer, Chartered Tax Advisor and SMSF Specialist Advisor - Nathan Yii Lawyers, Melbourne
Sophie Cohen, Director, Aintree Group Legal, Melbourne
Enquiries/Assistance
If you need assistance or have an enquiry, please do not hesitate to contact our Event Coordinator, Hayley Williams-Cameron on (03) 8601 7730 or email: [email protected]