Over the last twelve months, estate planners have had the unenviable task of attempting to provide certainty and control to clients during uncertain times. The 15th annual estate planning conference will address this challenge, along with other key issues estate planners face, including managing assets and beneficiaries in multiple jurisdictions, preparing shareholder agreements for wealthy families, as well as the new CGT exemption for granny flat arrangements.

This year, our regular annual two day conference will be delivered online in four parts over four half-days.

All delegates registering for the online conference will receive recordings of all of the sessions post-conference to view at your leisure.

Part 1: Estate Planning and Family Dynamics

Thursday 18 March 2021 [10am to 12.45pm]

• A Matter of Trust: Impact of Trusts on the Estate Plan
• Estate Planning for Clients with Assets and Beneficiaries in Multiple Jurisdictions
• Shareholder Agreements in Wealthy Families - An Estate Planning Perspective

Part 2: Protecting the Citadel

Friday 19 March 2021 [10am to 12.45pm]

• Estate Planning and the Family Courts
• Equitable Remedies and the Estate Plan
• Maximising Super: It’s Time to get Strategic

Part 3: Tax Issues in the Estate Plan

Thursday 25 March 2021 [10am to 12.45pm]

• Restructuring Arrangements: Making the Most of the Small Business CGT Concessions
• Managing the Long Reach of Division 7A and UPEs in the Estate Plan
• Granny Flat Arrangements: Tax Relief on the Horizon

Part 4: Authority Issues in the Estate Plan

Friday 26 March 2021 [10am to 12.45pm]

• Estate Planning When Capacity is an Issue
• Enduring Powers of Attorney and Misuse of Power: Prevention Better than Cure
• Fraud on a Power and the Power of Variation in Trusts