19th Annual Estate Planning Conference e-book

Certainty remains the cornerstone of every successful estate plan, even as the estate planning landscape continues to evolve. At TEN The Education Network’s 19th Annual Estate Planning Conference, we’ll delve into the intricacies of crafting resilient and adaptable estate plans. This year, our focus includes strategies for structuring testamentary trusts to minimise future risk, dealing with aged trusts and ageing trustees, and addressing the challenges of loans and UPEs in the estate plan. Additional sessions will explore avoiding tax bombs in the estate plan, as well as creative estate planning solutions for blended families.

Trusts and Distributions in the Estate Plan

• Avoiding a World of Hurt: Structuring a Testamentary Trust to Minimise Future Risk
• Nothing Lasts Forever: Dealing with Aged Trusts and Ageing Trustees
• Keeping on the Straight and Narrow: The Role of Enduring Attorneys in Family Trusts
• Interim Distributions in Estate Planning: When Beneficiaries Want Their Money Now

Super, Loans and Tax

• Binding (and Not So Binding) Death Benefit Nominations: The Complexities of Super Estate Planning
• More Than Just Division 7A: Exploring the Wider Implication of Loans and UPEs in the Estate Plan
• Avoiding Tax Nasties in the Estate Plan

Family Dynamics Shaping the Estate Plan

• Keeping it all in the Family…but which Family? Creative Estate Planning Solutions for Blended Families
• When Family Law and Estate Planning Collide - Planning with Both in Mind
• Structuring the Estate to Protect Vulnerable Beneficiaries

Contemporary Challenges

• Calling Australia Home: The Many and Varied Definitions of Foreign Residency and How They Impact Estate Planning
• Knowing When to Continue (and When to Cease) Acting for the Estate Across the Generations