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 Securing Assets in the Estate Plan: One Day 10 Point Masterclass

Masterclass,Estate planning,Securing Assets in the Estate Plan: One Day 10 Point Masterclass
Thursday 24 February 2022

Wesley Conference Centre, Sydney

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This masterclass has been designed to enable lawyers to earn their 10 CPD units for the CPD year ending 31.3.22. 

Delegates will attend 6 substantive law sessions at the Masterclass and we’ll supply 4 free on-demand video webinars – 3 covering each of the compulsory subjects plus 1 other - to view at your leisure by 31.3.22.  So all up you will earn your 10 CPD units for this CPD year.

All delegates will receive a CPD certificate following the conference.

Book with peace of mind

This masterclass is scheduled to be run face to face and online.  If we are unable to run the event face to face due to COVID related restrictions we will either convert the event 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.

  • 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.
  • 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.
  • Estate Planning When Capacity is an Issue
    • When capacity is the issue, estate plans require careful management. This session examines how advisers can establish an estate planning framework to minimise the risk of incapacity by a key decision-maker, and what they should do if that happens without appropriate measures in place.
  • Restructuring Arrangements: Making the Most of the Small Business CGT Concessions
    • When reviewing a client’s estate plan, advisers may discover that certain assets are not sitting in the right structure. This session examines how advisers can use the small business CGT concessions to restructure assets, without triggering significant tax consequences.
  • Managing the Long Reach of Division 7A and UPEs in the Estate Plan
    • An increasing number of private family groups have unpaid present entitlements and Division 7A loans, with no strategy in place as to how to eliminate these sitting time bombs in the estate plan. This session considers how Division 7A and UPEs can impact on the estate plan, and the planning strategies advisers should be implementing now to avoid tax headaches down the track.
  • Granny Flat Arrangements: Tax Relief on the Horizon
    • Older Australians are increasingly looking into multigenerational living arrangements with their children as a viable alternative to residential aged care. These types of arrangements are only likely to increase in popularity following the Federal Government’s recent announcement regarding targeted CGT exemption for granny flat arrangements. This session looks at best practice advice and structuring of so-called “granny flat” options to achieve family harmony and maximise the tax benefits.

In addition, all delegates will receive the following on demand video webinars.  These webinars are being recorded in February and will be provided online by end February 2022 for you to view at your leisure by 31.3.22.

  1. Practitioner Liability in Wills and Estate Matters - A Precautionary Approach (ethics)
  2. Negotiating and Drafting Terms of Settlement in Wills and Estate Matters (professional skills)
  3. Cyber Security: Managing Cyber Risk and Control in Your Succession Law Practice (practice management & business skills)
  4. Strategies for Managing Parent to Child Loans in the Estate Plan (substantive law)

Adeline Schiralli, Consulting Principal, Keypoint Law, Sydney (Chair)

Phillip McGowan, Partner, McCullough Robertson, Sydney

James Whiley, Partner, Hall & Wilcox, Sydney

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

Adrian Bailey, Principal, Cleary Hoare, Sydney

Elizabeth Burnheim, Senior Associate, Coleman Greig Lawyers, Sydney

Dung Lam, Principal, West Garbutt, Sydney


If you register and pay by 4 February 2022 you will pay only $990a saving of $110 off the full price conference registration fee of $1100.

Multiple registration discount?

If you would like to send 3 or more people from your company to this masterclass 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.


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: SXEFEB22L
 Price:   $990.00 (Inclusive of GST)