Estate Planning and Family Dynamics – a live lunchtime online conference

Online Conferences,Estate planning,Estate Planning and Family Dynamics – a live lunchtime online conference
Wednesday 12 May 2021

Vic, NSW, ACT, Qld, Tas: 12 noon to 2.45pm
SA/NT: 11.30am to 2.15pm
WA: 10am to 12.45pm
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Hear from the experts at this online lunchtime conference. You can watch it on your computer or on your portable electronic device from anywhere.

The conference will be based on our highly successful video webinar technology: there'll be a chairperson, presentations and you'll have an opportunity to ask questions via online chat.

One registration can be shared by colleagues within the same firm utilising the same login.


Session 1: A Matter of Trust: Impact of Trusts on the Estate Plan

Family trusts and testamentary trusts are a popular vehicle for asset protection and prudent financial management amongst family members. However, as a result of recent legislative changes, along with new case law, the landscape is shifting and it may be time for clients’ estate plans to receive a grease and oil change. This session examines these key changes and how they may impact the estate plan, including:

  • Unpacking the recent excepted trust income reforms
    • How do these reforms limit tax concessions for minors receiving trust income?
    • Are super assets considered to be outside of the deceased’s estate?
  • When will a trust deed need variation? Identifying reasons for change
  • Reviewing key clauses – vesting date, death or incapacity of appointors and guardians, beneficiaries and variation
  • What happens on the vesting date?
  • Is the door now open to South Australian trusts? Examining impact of Clark v Ebden [2020] SASC
  • Case update, including Callus v KB Investments [2020] VSC 135

Session 2: Estate Planning for Clients with Assets and Beneficiaries in Multiple Jurisdictions

The client has assets or potential beneficiaries in multiple jurisdictions and you are asked to advise on an estate plan. Where do you start? This session looks at the practical response to this question. It includes:

  • Impact of dual nationality on the estate plan
  • Establishing domicile
  • Jurisdictional issues: which route to follow to achieve the greatest benefit
  • Use of foreign wills and international wills
  • Managing multiple wills and avoiding conflicts between them
  • Foreign tax considerations in estate planning
  • Impact of foreign resident beneficiaries in testamentary trusts
  • Case studies

Session 3: Shareholder Agreements in Wealthy Families – An Estate Planning Perspective

The estate plan is in place and one more piece of the puzzle is required - a shareholder agreement. This session looks at these with a practical focus. It includes:

  • Shareholder agreements and estate planning – an overview
  • Nature of shareholder agreements and difference from buy-sell agreements
  • Adapting agreement for other business vehicles
  • Key inclusions in shareholder agreements:
  • Board appointment
  • Employing family members
  • Shareholder powers
  • Dispute resolution
  • Allotment and transfer of shares
  • termination
  • Structuring the shareholders agreement to meet estate planning goals
  • Shareholder agreement’s role in tax effectiveness
  • Case study – when the estate plan is at odds with the shareholders agreement

David Foulds, Client Director, Pitcher Partners, Melbourne (Chair)

Matthew Burgess, Director, View Legal, Qld

Bryan Mitchell, Principal, Accredited Specialist Succession Law, Mitchells Solicitors & Business Advisors, Qld

Daniel Smedley, Principal, Sladen Legal, Vic

  • It was just like being at a well run conference but in many ways better. 
  • This option is of great assistance to country practitioners.
  • The live online conference format worked well and made the speakers more engaging than a recording.
  • Our team used the boardroom.  We could talk and discuss the presentation without feeling we were imposing on others and you could submit a question, which we did.  All from the comfort of our own office.
  • The conference was well organised and the email links very useful.

Delegates registered to attend the LIVE event will receive a CPD certificate for attendance.  Lawyers can claim up to 2.5 CPD units/points (substantive law) and accountants can claim 2.5 CPD/training hours.


If you register and pay by 23 April 2021 you will pay only $495 – a saving of $55 off the full price conference registration fee of $550.

If you need assistance or have an enquiry, please do not hesitate to contact our Event Coordinator, Hayley Williams–Cameron on (03) 8601 7730 or email: [email protected]

© Television Education Network Pty Ltd 2021

Product Code: OEPMAY21
 Price:   $495.00 (Inclusive of GST)