Maximising Asset Protection in the Estate Plan - a series of 5 one hour video webinars

 
Asset protection continues to become more complex for estate planners trying to protect client wealth. These days, it’s not just about passing over control of the family assets, but also minimizing the risks of attack and depredation – particularly from within. In this five-part webinar series, learn directly from the experts on how to best manage these threats and apply some of the best techniques for achieving your clients’ asset protection goals.

Topics covered include business restructuring, contractual arrangements to preserve client assets, as well as the effective use of testamentary trusts to protect family wealth. It also examines practical strategies to transfer control of family trusts to the next generation whilst minimizing the risks of family disputes.

 THE PROGRAMS
  • Business Restructures - Maximizing Outcomes in Asset Protection

    • When reviewing their estate plans, clients may discover that they are operating through a structure that puts extraneous assets at risk. This session examines when you should consider a possible restructure for asset protection purposes and the key drivers for change.
       

  • Family Trust or Family Feud? Transferring Control of Family Trusts to the Next Generation

    • Transferring family trusts to the next generation can be fraught with danger. Clients need to proceed carefully, or else run the risk of assets being dissipated in a costly family feud. This session will examine what the key risks are when transferring wealth and control to the next generation and how to best minimise family disputes.
       

  • Testamentary Trusts: An Effective Shield in Protecting Assets (Part 1)

    • Testamentary trusts provide testators with the rare opportunity to protect family wealth and pass on assets in a tax-advantaged manner. However, not all testamentary trusts are prepared equal. This practical session examines the key structural issues with testamentary trusts to maximise their effectiveness as an asset protection tool.
       

  • Testamentary Trusts: An Effective Shield in Protecting Assets (Part 2)

    • A key benefit of testamentary trusts is their ability to protect family members from themselves. Family “black sheep” can come in many shapes and forms: financial irresponsibility, insolvency risks, and addictions - such as drugs, alcohol or gambling. Protection of family wealth is key in these situations and, if done right, testamentary trusts can be the ideal way of shielding the assets. This presentation will show you how.
       

  • Asset Protection and Contractual Arrangements: Worth the Paper they’re Written On?

    • When it comes to preserving a client’s assets, there are a number of contractual arrangements which can potentially provide some protection. However, mutual wills, binding financial agreements and contractual wills come with a number of risks and limitations. This session explores how these contractual arrangements can be used as an estate planning strategy and how you can best navigate the risks.

THE PRESENTERS
Webinar Series,Estate planning and Wills,Maximising Asset Protection in the Estate Plan - a series of 5 one hour video webinars

Matthew Burgess, Director, View Legal

Matthew Burgess co-founded specialist firm View Legal in 2014, having been a lawyer and partner of one of Australia’s leading independent law firms for over 17 years. Matthew’s passion is helping clients successfully achieve their goals.

Matthew specialises in trusts, tax, estate and succession planning, providing strategic advice to business owners and high net worth individuals, and has been recognised in the ‘Best Lawyers’ list since 2014 in relation to trusts and estates and in Doyles’ first in 2015 in relation to taxation and in 2018 in relation to wills, estates and succession planning.

While a significant focus of Matthew’s practice is on small to medium enterprises and private business owners, the growth in this area in recent years has meant that he also regularly works on transactions with listed companies.

Webinar Series,Estate planning and Wills,Maximising Asset Protection in the Estate Plan - a series of 5 one hour video webinars

Daniel Smedley, Principal, Sladen Legal, Melbourne

Daniel Smedley, CTA, enjoys solving complex taxation and trust law issues for private enterprise clients. He is also a trusted confidant in planning the succession of his client’s personal and business affairs.

Daniel is a Chartered Tax Advisor with The Tax Institute, accredited as a specialist in Taxation Law with the Law Institute of Victoria, and the principal author of the Trust Structures Guide, recognised by The Tax Institute as "the leading resource for anyone advising on trusts, structuring and planning issues".

Since 2016, Daniel has appeared in the list of one of Australia's “Best Lawyers of the Year” in the practice of tax law. The list is compiled by Best Lawyers and published in the Australian Financial Review. Daniel has also been recognised in Doyles Guide as a recommended tax lawyer since 2016.

Webinar Series,Estate planning and Wills,Maximising Asset Protection in the Estate Plan - a series of 5 one hour video webinars

Greg Russo, Partner, Featherbys Lawyers, Melbourne

Greg Russo is a partner at Featherbys Barristers and Solicitors.

He is a LIV Wills and Estates Accredited Specialist, a Member of the LIV Specialist Accreditation Education Advisory Committee and the LIV Wills and Estates Advisory Committee.

In the last few years he has organised, chaired, moderated and presented at a number of LIV events, mainly in the area of Wills and Estates. 

Webinar Series,Estate planning and Wills,Maximising Asset Protection in the Estate Plan - a series of 5 one hour video webinars

Ed Skilton, Special Counsel, Sladen Legal, Melbourne

Edward is a Special Counsel in the business law area, with a particular focus on equity, trusts and succession.

The focus of his dispute practice is on protecting vulnerable beneficiaries and others negatively affected by the decisions of the incumbent controllers of estates and trusts.  He represents plaintiffs and defendants in the Supreme Court.

Edward also advises in relation to applications to the Superannuation Complaints Tribunal regarding the payment of superannuation death benefits including disputes regarding eligible recipients, trustee decisions and validity of documents.

Edward regularly presents to clients and professional groups on topics relating to estate and business succession planning, administration and related disputes. 

WHAT YOU GET

This video webinar series includes the following components:

  • Online access to the 5 one hour video webinar programs covering the subjects listed below (see the attached brochure for a full description of each of the topics)

  • The 5 programs will be recorded in February 2020 and available to subscribers online in late March 2020.

  • Online access to the technical support papers and/or powerpoint presentations accompanying each program

 ENQUIRIES/ASSISTANCE

If you need assistance or have an enquiry, please do not hesitate to contact our Customer Service Team – contact Darren Steele on (03) 8601 7719 or email: darren@tved.net.au



© Television Education Network Pty Ltd 2020

Product Code: SASSET20
 Price:  $1,210.00 (Inclusive of GST)