Tax Aspects of Death and Estate Planning Conference e-book
Date
24-10-2023About the eBook
The tax landscape is an ever-shifting terrain, challenging advisors to stay ahead of the curve. In response to these pressing demands, TEN The Education Network proudly presents an unmissable two day conference, thoughtfully curated for estate planners, legal professionals, and financial experts seeking to deepen their understanding of estate planning tax matters. Topics covered include Division 7A, section 100A and other inter entity loan Issues, the impact of family trust elections on the estate plan, as well as trustee distributions and discretion. It also includes dedicated sessions on super pre and post death, as well as tax consequences for the family home after death.
Distributions and Loans Impacting the Estate Plan
- Division 7A, Section 100A and Other Inter Entity Loan Issues Impacting the Estate Plan
- How Family Trust Elections Impact the Estate Plan
- Don’t Leave Me Out: Trustee Distributions and Discretion
- Receiving Funds from a Foreign Trust: What’s Assessable May Not Be What You Think
Navigating Tax Bombs in Testamentary Trusts
- Be Careful What You Put into a Testamentary Trust: Dodging the Hidden Tax Traps
- Testamentary Trusts: Are They Next in the Firing Line?
- When the Assets of a Testamentary Trust Eventually Become the Assets of the Beneficiaries
Dealing with Specific Assets in the Estate Plan
- Super Strategies for the Estate Plan – Pre and Post Death
- Considering a Business in the Estate Plan
- The Tax Consequences for the Family Home After Death
The Taxing Issue of Discretionary Trusts
- Trust Splitting is Not Necessarily Dead: Long Live Trust Splitting!
- Is Change Really as Good as a Holiday? Maybe Not if it Resettles a Trust
The Faculty
Daniel Smedley, Principal, Sladen Legal, Melbourne, Vic
Ian Burgess, Director, Burgess Chartered Accountants, Brisbane, Qld
Edward Skilton, Principal, Sladen Legal, Melbourne, Vic
Mark Molesworth, Partner, BDO, Brisbane, Qld
Greg Russo, Principal, Greg Russo Law, Melbourne
Dung Lam, Principal, West Garbutt, Sydney, NSW
Nathan Yii, Principal lawyer, Nathan Yii Lawyers, Melbourne, Vic
Jennifer Dixon, Practice Leader, Moores, Melbourne, Vic
Craig Spink, Principal, Spink Legal, Brisbane, Qld
Michael Butler, Partner, Finlaysons, Adelaide, SA
Matthew Burgess, Director, View Legal, Australia
David Marschke, Principal, DBM Horizons, Brisbane, Qld
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]