Masterclasses, Estate planning, Securing Assets in the Estate Plan: A One Day Online Masterclass

Masterclasses

Securing Assets in the Estate Plan: A One Day Online Masterclass

Taking Charge: Control Dilemmas in Family Trust Management One of the most difficult issues families face in succession planning is who should be trustee of a family trust when the parents who established it are no longer willing or able to continue.

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Date/Time

17/02/2023

About the Masterclass

Taking Charge: Control Dilemmas in Family Trust Management

One of the most difficult issues families face in succession planning is who should be trustee of a family trust when the parents who established it are no longer willing or able to continue. This session will provide a guide to control management issues and strategies for navigating and avoiding disputes

Protecting Vulnerable Family Members through Trusts

For a parent, the biggest concern throughout life is the care and welfare of their children. Nothing compounds this situation more than having a child who is vulnerable and has special needs. This session examines estate planning options to safeguard the interests of vulnerable family members

Act in Haste Repent in Leisure: Challenges in Trust Deed Variation

Trust deeds are complex and comprehensive documents, which is why they must be carefully consulted before any steps are taken under them. This session will examine trust deed amendment in the light of recent decisions which highlight what can go wrong when action is taken without proper consideration of the deed requirements.

Heading the Outlaws Off at the Pass in Estate Planning

Not all relationships last the distance, and parents are increasingly concerned about protecting their adult children’s potential share of that wealth from a former partner following a relationship breakdown. This session provides a guide to practitioners on estate planning mechanisms for quarantining assets from family court proceedings

Second Spouses, the Family Home and the Estate Plan

Estate planning for second or later spouses comes with significant challenges, particularly when one partner dies, leaving a spouse or family living in the most valuable asset of the deceased’s estate. This session examines how an estate plan can best manage potential conflict between adult children and surviving spouses regarding the family home

Exit Stage Left: Designing an Estate Plan for the Family Business

One of the most difficult issues a business owner will face is planning what will happen to the business down track, particularly when family members are involved. This session will provide a guide to family business succession planning and advice on handling some of the most challenging problems that arise when passing on to the next generation.

The Faculty

Paula Tallon, Tax Specialist, Salann Pty Ltd, Sydney, NSW (Chair) Greg Russo, Partner, Featherbys Lawyers, Melbourne, Vic Allan Swan, Director, Estate Planning Equation, Melbourne, Vic Jennifer Dixon, Practice Leader, Moores, Melbourne, Vic Michelle Griffiths, Partner, TAG Financial Services, Melbourne (Chair) Matthew Burgess, Principal, View Legal, Brisbane, Qld Steve Grant, Director, Merthyr Law, Brisbane, Qld Patrick Ellwood, Director, Clover Law, Brisbane

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Event Manager, Jenna Pickrell (03) 8601 7729 or email: jenna@tved.net.au

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