Live Webinar: Anti-Deadlock Mechanisms in Estate Planning: Default Distributions and Other Tricks

 

Date:  Wednesday 18th October 2017 – Online:
Vic, NSW, ACT, Tas: 11am to 12noon  
SA:  10:30am to 11:30am  WA: 8am to 9am 
NT: 9:30am to 10:30am  Qld: 10am to 11am

 ABOUT THE WEBINAR
While one antidote to disputes between offspring or other beneficiaries is to separate the testator’s assets into discrete piles, one per beneficiary, that’s not always practical and may not be tax efficient.   The family farm and the family business are cases in point – they often represent too great a proportion of family wealth to be split.  

So what can the estate planner do to give their beneficiaries and even succeeding generations normal “joint ownership” resolution tools?  This practical session examines the mechanisms, including:

  • Planning, including determining short, medium and long term wishes and the capabilities of each potential beneficiary
  • Family agreements
  • Choice/restructuring of vehicle in which assets are held/to be passed, including taking advantage of any rollover relief applicable
  • Ensuring the beneficiaries are bound by a set of rules, whether built into the constitution of the company, the terms of a trust or partnership, or by making gifts conditional upon the beneficiaries entering into a shareholders agreement or like document
  • Ensuring that the constitution/trust deed/shareholders agreement addresses key issues, including dispute resolution mechanisms, options to buy, rights of exit and protections against “self dealing”
 PRESENTER
Our presenter

Selwyn Black, Partner, Carroll & O’Dea Business Lawyers, Sydney

Selwyn is an accredited specialist in business law, holds a Bachelor of Commerce Degree majoring in accounting and financial management and a Masters of Law degree.  

He is a member of the NSW Law Society Specialist Accreditation Committee for Business Law and an occasional expert witness and determining expert for business law disputes.

He has over 20 years experience in business partner agreements and disputes.

He heads the Carroll & O’Dea Business Lawyers team, which is part of the Global Primerus firms network.

 WHO SHOULD ATTEND?

This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

 CPD CERTIFICATE

Live webinar delegates will receive a CPD certificate for attendance at this webinar.  Accountants can claim up to 1 CPD/Training hours.  Lawyers can claim up to 1 CPD [CLE] units/points – substantive law.  This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

 ENQUIRIES/ASSISTANCE
If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: lisa@tved.net.au

Attending a TEN webinar couldn’t be easier. Basically it’s just like attending a seminar except that you don’t have to leave the comfort of your office or home. You just need to be available at the appointed date and time with your computer and internet connection.

Once you’ve registered for the webinar, we send you a link so that you can login to the webinar from your computer. The speaker delivers the session from their computer in real time. Just like a live seminar, you can ask questions of the speaker. You simply type your question into the question box and the speaker responds to it during question time.
At the end of the webinar session we send you a certificate to confirm your attendance and the number of CPD hours you earned.

You will need a computer with sound, an internet connection and earphones if you need to participate in the webinar in an open office environment (so you don’t disrupt those around you).

Product Code: RBKOCT17
 Price:   $253.00 (Inclusive of GST)
© 2017 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.