15th Annual Estate Planning Conference

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.

Estate Planning and Family Dynamics

• 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
• Estate Planning When Capacity is an Issue

Tax Issues in the Estate Plan

• 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

Protecting the Citadel

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

Authority Issues in the Estate Plan

• Enduring Powers of Attorney and Misuse of Power: Prevention Better than Cure
• Fraud on a Power and the Power of Variation in Trusts