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 The Bullet Proof Estate Plan: A One Day TEN Point Masterclass (10 CPD units)

Masterclass,Estate planning,The Bullet Proof Estate Plan: A One Day TEN Point Masterclass (10 CPD units)
Wednesday 5 February 2020

9am to 5.25pm

Radisson Hotel & Suites, Sydney

-1214 DAYS
.   .

Earn 10 CPD units including the compulsory subjects by attending this one-day Masterclass.  7 substantive law units at the Masterclass and we’ll supply 3 free recorded video webinars covering each of the compulsory subjects to view at your leisure.  So all up you will earn your 10 CPD units for this CPD year.  All delegates will receive a CPD certificate following the conference.


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


Gerard Basha, Partner, Bartier Perry, Sydney (Chair)

Robert Monahan, Principal, Monahan Estate Planning, Sydney

John de Groot, Special Counsel, de Groots Wills and Estates Lawyers, Brisbane, Sydney & Melbourne

Katelin Whitley, Principal, Bestic Law, Sydney

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

Raymond Lim, Solicitor-Director, TEP Legal, Sydney

Scott Whitla, Partner, McCullough Robertson, Brisbane

Susan Young, Principal, Susan Young Tax Training, Brisbane


Multiple registration discount?  If you would like to send more than two people from your firm to this masterclass, 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.

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

© Television Education Network Pty Ltd 2023

Product Code: SXEFEB20
 Price:   $990.00 (Inclusive of GST)