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 Recorded Webinar: Taking Care of the Family Business in the Estate Plan

Date: 22nd March 2021
Duration: 1 Hour

At some point, all business owners will need to consider their departure from business life, whether it be by choice or by circumstance. This session explores some of the practical challenges that can arise in business succession planning and examines how they can be managed in a tax effective way. It covers:

  • Passing on to the next generation:
    • Effective use of family constitutions
    • Dividing up the estate when only some of the kids are interested in the family business
    • Multiple families owning a business asset – allocating across the children
    • Using buy/sell agreements – whose names should be on the contract?
  • When to consider a management buyout:
    •  Funding the buyout – what are the options?
    • Using the small business CGT concessions
    • Understanding the similar business test
Recorded Webinars,Estate planning,Recorded Webinar: Taking Care of the Family Business in the Estate Plan

Romy Fulljames, Associate, Brandon & Gullo, Queensland

Romy is a business, commercial, wills and estates solicitor at Brandon & Gullo. Romy started working at Brandon and Gullo Lawyers in 2016 after gaining experience at a Brisbane firm. In Brisbane, Romy’s especially enjoyed working for charities and not-for-profits.

Romy is a passionate lawyer who can break down the steps of stressful situations for clients in leasing, commercial, business acquisitions and all manner of other general commercial law transactions. She is empathetic and helpful: assisting clients to make their wills, and dealing with the inevitable legal work when clients’ loved ones pass away.

Romy studied law at the University of Queensland. She loves helping people to understand the practical impact the law has on their everyday lives. She was previously the subject co-ordinator and lecturer at Christian Heritage College for their Business Law subject. She also prioritises volunteering, including with the Smith Family as an iTrack mentor to help and encourage students in relation to their post-school plans.


This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

Accountants can claim 1 CPD/Training hour.  FASEA – category “Technical Competence” – 1 hour.  Lawyers can claim 1 CPD unit/point – substantive law

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: lisa@tved.net.au

© Television Education Network Pty Ltd 2022

Product Code: ZB7MAR21
 Price:  $198.00 (Inclusive of GST)
© 2022 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.