15th Annual Estate Planning Conference Online

Conference,Estate planning,15th Annual Estate Planning Conference Online
online over 4 half days - 18, 19, 25 & 26 March 2021
.   .

Over the last twelve months, estate planners have had the unenviable task of attempting to provide certainty and control to clients during uncertain times. The 15th annual estate planning conference will address this challenge, along with other key issues estate planners face, including managing assets and beneficiaries in multiple jurisdictions, preparing shareholder agreements for wealthy families, as well as the new CGT exemption for granny flat arrangements.

This year, our regular annual two day conference will be delivered online in four parts over four half-days.

All delegates registering for the online conference will receive recordings of all of the sessions post-conference to view at your leisure.

Part 1: Estate Planning and Family Dynamics

Thursday 18 March 2021 [10am to 12.45pm]

  • A Matter of Trust: Impact of Trusts on the Estate Plan
  • Estate Planning for Clients with Assets and Beneficiaries in Multiple Jurisdictions
  • Shareholder Agreements in Wealthy Families - An Estate Planning Perspective

Part 2: Protecting the Citadel

Friday 19 March 2021 [10am to 12.45pm]

  • Estate Planning and the Family Courts
  • Equitable Remedies and the Estate Plan
  • Maximising Super: It’s Time to get Strategic

Part 3: Tax Issues in the Estate Plan

Thursday 25 March 2021 [10am to 12.45pm]

  • Restructuring Arrangements: Making the Most of the Small Business CGT Concessions
  • Managing the Long Reach of Division 7A and UPEs in the Estate Plan
  • Granny Flat Arrangements: Tax Relief on the Horizon

Part 4: Authority Issues in the Estate Plan

Friday 26 March 2021 [10am to 12.45pm]

  • Estate Planning When Capacity is an Issue
  • Enduring Powers of Attorney and Misuse of Power: Prevention Better than Cure
  • Fraud on a Power and the Power of Variation in Trusts

Paul Sokolowski, Partner, Arnold Bloch Leibler, Melbourne

Matthew Burgess, Director, View Legal

Bryan Mitchell, Principal, Mitchells Solicitors, Brisbane

Daniel Smedley, Principal, Sladen Legal, Melbourne

Andrew O’Bryan, Partner, Hall & Wilcox Lawyers, Melbourne

Jennifer Dixon, Principal, Moores, Melbourne

Steve Grant, Director, Merthyr Law, Brisbane

Nathan Yii, Principal Lawyer, Chartered Tax Advisor and SMSF Specialist Advisor, Nathan Yii Lawyers, Melbourne

Ross Higgins, Partner, Mills Oakley Lawyers, Melbourne

Andrea Carrick, Director, AG Tax Lawyers, Melbourne

Allan Swan, Director, Estate Planning Equation, Melbourne

Dung Lam, Special Counsel, Coleman Greig Lawyers, Sydney

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

Kylie Wilson, Partner, Holding Redlich, Brisbane

Ed Skilton, Special Counsel, Sladen Legal, Melbourne

  • Interesting and relevant topics with very good presenters and good take away material.
  • Mostly very good presenters who clearly new their topics.
  • A great job in all the circumstances. Thank you for allowing the conference to go ahead by offering online delivery.

If you register and pay by 12 February 2021 you will pay only $1540 – a saving of $275 off the full price conference registration fee of $1815.

Multiple registration discount? 

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

Don’t want to attend both days?  We do accept bookings for individual days.  To organise a part booking, please contact Jenna Pickrell (details below).

If you need assistance or have an enquiry, please do not hesitate to contact our Event Manager, Jenna Pickrell on (03) 8601 7729 or email: [email protected]

© Television Education Network Pty Ltd 2021

Product Code: MEPMAR21
 Price:   $1,540.00 (Inclusive of GST)
© 2021 Television Education Network Pty Ltd. All rights reserved. The program for this conference is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.