Sixth Annual September Estate Planning Conference e-book

Estate planners often have to find a balance between their clients' need for security and control versus the necessity for accommodating change. It's not always easy. This year's annual estate planning conference will cover this balancing act, along with other vital topics estate planners regularly encounter, such as where superannuation sits in the estate plan, distribution dilemmas and the taxation of trusts, as well as challenging discretionary trust decisions. It also examines the ongoing use of gift and loan back arrangements, as well as protecting the bank of Mum and Dad.

Day 1 - Thursday 7 September 2023

Creating Certainty in the Estate Plan

• Location, Location: Estate Planning in a Shrinking World
• More than a Matter of Housekeeping: Life Tenancies and Rights to Reside
• The Death Knell for Gift and Loan Back Arrangements in Estate Planning?
• Musical Chairs: Where to Sit Superannuation in the Estate Plan?

Preventing Conflict and Managing Relationships

• Singling Out Family Members in Estate Planning
• Let Go from the Get Go? Incremental Control Mechanisms in Testamentary Trusts
• Not Happy Jan: Challenging Discretionary Trust Decisions

Day 2 - Friday 8 September 2023

Managing Financial and Tax Pain Points in the Estate Plan

• Preparing for the Long Haul: Intergenerational Family Business Planning
• Distribution Dilemmas and Taxation in Trusts – an Update
• The Loan Ranger: Protecting the Bank of Mum and Dad

Estate Planning for Older Clients

• Eighty is the new 50: The Impact of “Ageing and Engaging” on Estate Planning
• Keeping a Tight Hold of the Reigns in Enduring Powers of Attorney