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 Fifth Annual September Estate Planning Conference

Conference,Estate planning,Fifth Annual September Estate Planning Conference
Thursday 8 & Friday 9 September 2022

Sheraton Grand Mirage Resort, Gold Coast

REGISTER NOW!
9 WEEKS
UNTIL THE EVENT
.   .
 ABOUT THE CONFERENCE

Estate planners have the difficult task of weighing up a client’s family dynamics, unique financial circumstances as well as their personal needs in order to create a bespoke and appropriate estate plan. It can be a difficult balancing act. This conference is the repeat of our annual estate planning conference held in Melbourne in March 2022.  This conference will address this challenge, along with other key issues estate planners face, including loan management strategies, second spouses and the family home, as well as designing an estate plan for the family business. It also includes a deep dive into super, with separate sessions on 6 member SMSFs, as well as the role of trustee discretion in death benefit decisions.

Book with peace of mind

This conference is scheduled to be run face to face.  If we are unable to run the conference face to face due to COVID related restrictions, we will either convert the conference to an online only event or postpone it to a later date.  Should you not wish to attend the online event or postponed event you will be entitled to a 100% refund of any registration fee paid or a credit for future use.


Day 1 - Thursday 8 September 2022

Impact of Family Dynamics on the Estate Plan

  • Paying It Forward: Loan Management Strategies in Estate Planning
  • Heading the Outlaws Off at the Pass in Estate Planning
  • Power Without Glory: Conflicts of Interest and Risk in Powers of Attorney
  • Border Crossing: Taxing Times for Non-Resident Beneficiaries in the Estate Plan

The Role of Trusts in the Estate Plan

  • Taking Charge: Control Dilemmas in Family Trust Management
  • Act in Haste Repent in Leisure: Challenges in Trust Deed Variation
  • Protecting Vulnerable Family Members Through Trusts


Day 2 - Thursday 9 September 2022

Estate Planning Mechanisms for Specific Assets

  • Second Spouses, the Family Home and the Estate Plan
  • The New Frontier: Cryptocurrencies and other Digital Assets in the Estate Plan
  • Exit Stage Left: Designing an Estate Plan for the Family Business

Superannuation

  • 6 Member SMSFs: Challenges and Opportunities with Intergenerational Funds
  • A Matter of Discretion: Superannuation Trustees and Death Benefit Decisions
 THE FACULTY

Bryan Mitchell, Principal, Mitchells Solicitors, Brisbane

Matthew Burgess, Principal, View Legal

Edward Skilton, Principal, Sladen Legal, Melbourne

Paul Evans, Partner, Makinson d’Apice Lawyers, Sydney

Greg Russo, Partner, Featherbys Lawyers, Melbourne

George Kolliou, Director, AG Tax Lawyers, Melbourne

Steve Grant, Director, Merthyr Law, Brisbane

Daniel Smedley, Principal, Sladen Legal, Melbourne

Patrick Ellwood, Director, Clover Law, Brisbane

Laura Hanrahan, Special Counsel, Holding Redlich, Brisbane

Neal Dallas, Principal, McInnes Wilson Lawyers, Brisbane

Allan Swan, Director, Estate Planning Equation, Melbourne

 FEEDBACK FROM THE MARCH 2022 MELBOURNE CONFERENCE
  • Excellent informed presenters sharing relevant practice information. A useful update as to current issues in the respective areas.
  • An impressive two days filled with great content.
  • My first Annual estates conference - so much interesting content - thanks
  • The conference ran on time and had very relevant information and excellent speakers.
 EARLY BIRD REGISTRATION OFFER

If you register and pay by 22 July 2022 you will pay only $1903 – a saving of $275 off the full price conference registration fee of $2178.
 

Multiple registration discount?

If you would like to send 3 or more people from your company to this conference the following discounts apply:

  • 3 registrations – 5% discount off each registration
  • 4 registrations – 10% discount off each registration
  • 5 or more registrations – 15% discount off each registration

To access this discount simply use the multiple registration option on our website. You can complete all of the registrations in one action and the discount will automatically be applied, or call Jenna (details below) and she will organise it for you.

One-day only? We do accept bookings for attending one day only (either day 1 or day 2).  To organise a one-day booking, please contact Jenna.

 ENQUIRIES/ASSISTANCE
If you need assistance or have an enquiry, please do not hesitate to contact our Event Manager, Jenna Pickrell on (03) 8601 7729 or email: jenna@tved.net.au



© Television Education Network Pty Ltd 2022

Product Code: GEPSEP22
 Price:   $1,903.00 (Inclusive of GST)
© 2022 Television Education Network Pty Ltd. All rights reserved. The program for this conference is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.
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