Estate planners have the difficult task of weighing up a client’s family dynamics, unique financial circumstances as well as their personal needs in order to create a bespoke and appropriate estate plan. It can be a difficult balancing act. This year’s annual estate planning conference will address this challenge, along with other key issues estate planners face, including loan management strategies, second spouses and the family home, as well as designing an estate plan for the family business. It also includes a deep dive into super, with separate sessions on 6 member SMSFs, as well as the role of trustee discretion in death benefit decisions.

This year’s conference has 2 registration options – you can attend the conference in Melbourne in person, or attend it live online.

Book with peace of mind

This conference is scheduled to be run face to face and online. If we are unable to run the conference face to face due to COVID related restrictions we will either convert the conference to an online only event or postpone it to a later date. Should you not wish to attend the online event or postponed event you will be entitled to a 100% refund of any registration fee paid or a credit for future use.

Thursday 24 March 2022

Impact of Family Dynamics on the Estate Plan

• Paying It Forward: Loan Management Strategies in Estate Planning
• Heading the Outlaws Off at the Pass in Estate Planning
• Power Without Glory: Conflicts of Interest and Risk in Powers of Attorney
• Border Crossing: Taxing Times for Non-Resident Beneficiaries in the Estate Plan

The Role of Trusts in the Estate Plan

• Taking Charge: Control Dilemmas in Family Trust Management
• Act in Haste Repent in Leisure: Challenges in Trust Deed Variation
• Protecting Vulnerable Family Members Through Trusts

Friday 25 March 2022

Estate Planning Mechanisms for Specific Assets

• Second Spouses, the Family Home and the Estate Plan
• The New Frontier: Cryptocurrencies and other Digital Assets in the Estate Plan
• Exit Stage Left: Designing an Estate Plan for the Family Business

Superannuation

• 6 Member SMSFs: Challenges and Opportunities with Intergenerational Funds
• A Matter of Discretion: Superannuation Trustees and Death Benefit Decisions