NOTE:  Due to the COVID19 crisis this conference will now be run as online event.  The speakers will deliver their sessions remotely and the delegates will attend the conference online from their office or home.
 

Clients can face a number of complex estate planning matters, from blended family disputes and Division 7A nasties, to tricky foreign asset issues.  Our 14^th annual estate planning conference will help you master the strategies necessary to manage these issues throughout your client's lifetime and upon death. Other topics covered include strategies for managing parent to child loans, dealing with ageing clients and cognitive decline, and trust vesting issues.

Thursday 19 March 2020
 

Trusts and Tax Issues in Estate Planning: Fixing the Mess

• Bad Deeds: The Perils and Pitfalls of Older Trust Arrangements

• A Ticking Time Bomb: Options for Managing a Trust About to Vest

• Tidying Up Tax Nasties in Your Clients’ Estate Plans

• A Place to Call Home: Main Residence and Death

Estate Planning Techniques

• Passing on the Baton: Business Succession and the Estate Plan

• Asset Protection and Contractual Arrangements: Worth the Paper They’re Written On?

• Factoring Superannuation in the Estate Plan

Friday 20 March 2020
 

Estate Planning for Special Situations

• Strategies for Managing Parent to Child Loans

• Yours, Mine and Ours: Factoring in the Inheritance Rights of “Other” Children

• I Still Call Australia Home: International Considerations in Estate Planning

Estate Planning for an Ageing Population

• Now, where was I?:Dealing with Capacity, Cognitive Decline and Ageing Clients

• The Uses and Abuses of Enduring Powers of Attorney

Paul Sokolowski, Partner, Arnold Bloch Leibler, Melbourne

Matthew Burgess, Director, View Legal

George Kolliou, Director, AG Tax Lawyers, Melbourne

David Hughes, Partner, McCullough Robertson, Brisbane

Craig Spink, Principal, Spink Legal, Brisbane

Patrick Ellwood, Director, Clover Law, Brisbane

Edward Skilton, Special Counsel, Sladen Legal, Melbourne

Jennifer Dixon, Principal, Moores, Melbourne

Bernie O’Sullivan, Principal, Sladen Legal, Melbourne

Nathan Yii, Director, Nathan Yii Lawyers, Melbourne

Warwick Gilbertson, Partner, Turnbull Hill Lawyers, Sydney

Stephen Lynch, Director, Somerville Legal, Sydney

Sam McCullough, Senior Associate, Simmons Wolfhagen, Hobart

Anna Wilson, Barrister, Victorian Bar, Melbourne

Multiple registration discount?  If you would like to send two or more people from your company to this conference, please ask Jenna about the discounts available for multiple registrations:  The more you send, the greater the discount.  jenna@tved.net.au or phone (03) 8601 7729. 

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 Pickrell (details above).