18th Annual Estate Planning Conference e-book

Certainty is the bedrock of every well-crafted estate plan. In the dynamic world of estate planning, adapting to change while ensuring a solid foundation is a delicate art. That's why TEN The Education Network’s 18th Annual Estate Planning Conference will explore the nuances of creating robust and flexible estate plans that stand the test of time. Topics covered include intergenerational business estate planning, protecting vulnerable family members in the estate plan, as well as facing the challenges in estate planning for the elderly client. Other dedicated sessions include protecting family trusts from the ex-laws, as well as factoring parental loans into the estate plan.

Designing the Estate Plan to Match the Needs of the Next Generation

• Succession and Control in Intergenerational Business Estate Planning
• Factoring Parental Loans into the Estate Plan
• Trust Me: Protecting Vulnerable Family Members in the Estate Plan
• Choosing the Right Executor to Implement the Estate Plan
• Five Minutes to Midnight: Challenges in Estate Planning for the Elderly Client

Risks in the Estate Plan

• Damned if you do, damned if you don’t: Inclusion and Exclusion in Estate Planning
• Hands Off: Protecting Family Trusts from the Ex-Laws
• Mis-Deeds, Irregularity and Deficiencies: The Estate Planner’s Nightmare

Superannuation and the Estate Plan

• Be Alert and Alarmed: Superannuation Tax Update
• The Devil in the Detail of Binding Death Benefit Nominations