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Recorded Webinars

Recorded Webinar: Taking Care of Business Interests in the Estate Plan

Although the focus in estate planning is usually on the family, it’s important for business owners to give due consideration to passing on their business interests as well. This session reviews the issues that estate planners should raise when discussing business succession, inclu

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About the Webinar

Although the focus in estate planning is usually on the family, it’s important for business owners to give due consideration to passing on their business interests as well. This session reviews the issues that estate planners should raise when discussing business succession, including:

  • What are the risks and contingencies you need to deal with?

  • What issues arise in the context of total and permanent disability versus death?

  • Ways to pass control to remaining partners/business owners

  • Managing life and TPD insurance in the succession plan

  • Using buy-sell arrangements to deal with succession issues

  • The importance of shareholder agreements - and what should be in them regarding estate planning

Presented By

Edward Skilton
Principal, Special Counsel, Sladen Melbourne, Vic.

Edward is a Principal in the business law team at Sladen Legal in Melbourne, with a particular focus on equity, trusts and succession.

The focus of his dispute practice is on protecting at risk beneficiaries and others negatively affected by the decisions of the incumbent controllers of estates and trusts. He represents plaintiffs and defendants in the County Court and Supreme Court in matters relating to trust advice, replacement of executors/trustees, validity of documents and transactions (including SMSF and trust distributions) and claims for further provision.

On the planning side, Edward prepares complex estate plans and is particularly interested in assisting the owners of private business groups transfer the business to the next generation, as distinct from a sale to third parties.

Where there are concerns about a person’s ability to make decisions about their own finances (including business and investment assets) and care, Edward advises and represents clients in relation to administration and guardianship applications in the Victorian Civil and Administrative Tribunal including applications for advice regarding proposed transactions, conflict transactions and compensation.

Edward is recommended in Doyles Guide for Wills, Estates and Succession Planning Lawyers, Victoria.

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.

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]

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