Recorded Webinar: Dealing with Business Succession Asset Protection in Family Businesses

 

Date: Tuesday 2nd June 2020
Approximate length: 1 hour

 ABOUT THE WEBINAR

Putting in place a business succession plan for your family business is only half the battle. The other half is ensuring it properly protects assets. Both must be aligned to maximize control. This session examines the key issues, including:

  • The role of the appointor in family business succession planning
  • Understanding the importance of the trustee of the family trust in business succession
  • Asset protection and entity structuring – controlling the threat of litigation
  • Managing the threat of competing family interests in business succession
  • Factoring in retirement plans early as an asset protection strategy
  • Creating a family constitution or deed of family arrangement
  • Use of special purpose trusts
  • Assessing when to assign rights in property
  • The succession toolkit – powers of attorney and use of testamentary trusts
 PRESENTER
Recorded Webinars,Taxation,Recorded Webinar: Dealing with Business Succession Asset Protection in Family Businesses Scott Whitla, Partner, McCullough Robertson Lawyers, Brisbane

As an accredited specialist in succession law, Scott specialises in all aspects of succession planning, estate administration and estate and trust litigation.  He manages the firm’s Equity and Private Client team, having been made a Partner in 2009. His clients include high-net worth individuals, accountants, financial advisers and other legal firms and their clients.

Scott assists clients to find effective succession planning solutions which protect and preserve assets for the intended beneficiaries, while also minimising the taxation and stamp duty implications which might otherwise arise.  He is a leading lawyer in the area of preparing, interpreting and contesting wills, administering deceased estates and applications to the Queensland Civil and Administrative Tribunal.

Scott also assists clients with estate administration and estate litigation.  In addition to his substantial experience in these areas, Scott is also an expert on guardianship and administration issues, including matters involving questions of capacity, and the validity of transactions and decisions made under enduring powers of attorney.

Scott is a regular speaker for the Queensland Law Society, Television Education Network and the Taxation Institute of Australia.  He is also a qualified mediator.

 WHO SHOULD ATTEND?

This webinar is suitable for accountants and lawyers advising in taxation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

 ENQUIRIES/ASSISTANCE
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 2020

Product Code: WBBJUN20
 Price:  $198.00 (Inclusive of GST)
© 2020 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.