The Bullet Proof Estate Plan: A One Day Masterclass

Estate planners continue to grapple with client demands for certainty and the need for flexible planning that can adapt to fix problems or when the client’s circumstances change. This one day masterclass will address these areas and the impact family dynamics can have on the estate plan. The afternoon sessions are designed to deepen your knowledge of estate planning tax issues with the tax landscape constantly evolving and the challenges facing advisers continuing to grow.

Family Dynamics and the Estate Plan

• Future-proofing the Estate Plan to Minimise Challenges

• Dodging the Traps with Inter-Generational Living Arrangements

• Estate Planning for Second Spouses and Children of First Marriages

• Estate Planning Using the Small Business 15-Year Exemption

Tax and Business Succession Issues

• Estate Planning Strategies when the Family Trust is Vesting

• Dealing with Loan Accounts and Unpaid Present Entitlements in the Estate Plan

• Dealing with Business Succession Asset Protection in Family Businesses