13th Annual Estate Planning Conference
You are ordering electronic papers from a conference that has not yet been held. The papers from the conference will be uploaded within 2 weeks of the conference being held. When the papers are made available you will receive an email notification with a link and your user ID and password so that you can access the papers. From the time the e-book is made available, you will have 60 days to access your order and download it.

New Book
 
28 & 29 March 2019
 ABOUT THE BOOK

Estate planners know that, above all else, clients expect certainty in their estate plan. However, certainty can be hard to come by, and the lack of flexibility to fix problems or adapt when the client’s circumstances change can also create problems. This year’s annual estate planning conference will address how to best ensure certainty in estate plans, including the traps of death benefit nominations, providing for blended families and multi-generational business structures in the estate plan. It will also review how estate planners can minimise potential challenges and the role of equitable remedies in compromising the estate plan.

Impact of Children and Family Dynamics on the Estate Plan
  • The Wisdom of Solomon - How to Ensure Equalisation in Estates
  • Options for Protecting Beneficiaries with Disabilities in the Estate Plan
  • Dodging the Traps with Inter-Generational Living Arrangements
  • Estate Planning for Second Spouses and Children of First Marriages 

Control Issues in Estate Planning

  • Dividing up the Family Pie: Trust Splitting Changes and the Estate Planning Implications
  • Establishing Multi-Generational Business Structures in the Estate Plan
  • Death Benefit Nominations for Self-Managed Superannuation Funds: What are the Pitfalls?

Tidying Up Assets in the Estate Plan

  • Taking Care of Business in the Estate Plan
  • Estate Planning Strategies when the Family Trust is Vesting
  • Digital Life and Death - Can the Show Go On?

Managing Disputes

  • Bullet-Proofing Your Estate Plan to Minimise Challenges
  • The Role of Equitable Remedies in Compromising Estate Planning
THE FACULTY

Andrew O’Bryan, Partner, Hall & Wilcox, Melbourne

Steve Grant, Director, Merthyr Law, Brisbane

Jennifer Dixon, Principal, Moores, Hawthorn, Vic.

John de Groot, Special Counsel, de Groots Wills & Estate Lawyers, Brisbane

Nathan Yii, Director, Nathan Yii Lawyers – Structuring & Estate Planning Law, Melbourne

Matthew Burgess, Director, View Legal

David Foulds, Director – Estate Planning & Superannuation, Pitcher Partners, Melbourne

Kylie Wilson, Partner, Holding Redlich, Brisbane

Paul Evans, Partner, Makinson d’Apice Lawyers, Sydney

Daniel Smedley, Principal, Sladen Legal, Melbourne

Robert Monahan, Principal, Monahan Estate Planning, Sydney

Scott Whitla, Partner, McCullough Robertson Lawyers, Brisbane

Edward Skilton, Special Counsel, Sladen Legal, Melbourne

Susan Young, Principal, Susan Young Tax Training, Brisbane

Paul Sokolowski, Partner, Arnold Bloch Leibler, 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: natasha@tved.net.au
Product Code: E/PMEPMAR19
 Price:  $198.00 (Inclusive of GST)