Close
My Cart (0 items)
Checkout

Login to TEN

Privacy Policy
Privacy Policy
Return
My Cart (0 items)
Checkout
103495
Recorded Webinars

Recorded Webinar: Succession and Control in Intergenerational Business Estate Planning

The image of the family scions battling each other for control of the family business is not purely the stuff of television fiction, but a real issue for many families as their parents age. This session will examine the importance of estate planning for family businesses, the majo
PRESENTED BY Greg Russo Principal - Greg Russo Law , Melbourne

Date/Time

About the Webinar

The image of the family scions battling each other for control of the family business is not purely the stuff of television fiction, but a real issue for many families as their parents age. This session will examine the importance of estate planning for family businesses, the major issues that need to be managed and dispute risk minimisation, including:

  • Considering and meeting family expectations and concerns - the planning process and who should be involved
  • Advice for helping the older generation “let go”
  • Current structures, control mechanisms and processes and how to ensure validity and enforceability through to the next generation
  • Using shareholder and family agreements to achieve desired outcomes
  • Practical components of a staged succession process
  • Managing equalisation and accounting issues
  • Lessons from real life examples and cases

Presented By

Greg Russo
Principal, Greg Russo Law Melbourne, Vic

Greg Russo has almost 30 years’ experience in succession planning, administration and litigation and is one of Victoria’s most experienced and respected succession law solicitors.

With a background in pure mathematics, Greg not only understands the implications of planning decisions on future taxation, SMSF, trust and estate administration, he is also able to break down complex concepts and structures logically and explain options to clients in a way that empowers them to take positive action and ownership for their decisions.

Using the knowledge and insights that he has acquired over three decades, he crafts unique solutions to complex succession problems.

Greg teaches both mathematics and law, regularly presents CPD succession events to solicitors, accountants and other professionals in Victoria, Queensland, and online. He has also presented professional development events for health professionals in Cambodia and Vietnam.

Greg is an LIV Wills & Estates Accredited Specialist, a chairperson of the LIV Specialist Accreditation Education Advisory Committee, a board member of the Mount Eliza Community Bank, a member of STEP, and is recognised in Doyle’s Guide, in Victoria, as a Leading Wills and Estates Litigation Lawyer and a Leading Wills, Estates and Succession Planning Lawyer.

Who Should Attend?

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.

CPD Information

Accountants can claim up to 1 CPD hour. Lawyers can claim up to 1 CPD unit/point – substantive law. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

WA lawyers – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

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: [email protected]

Go to top