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Recorded Webinars

Recorded Interactive Webinar: Family Businesses in the Estate Plan: Avoiding Conflict and Protecting Control

Family companies can create extraordinary wealth and legacy, but mixing family dynamics with business decisions often leads to complex legal issues. In this session, we will explore the essential legal structures, agreements, and governance frameworks, including: Structure sele
PRESENTED BY Patrick Ellwood Director - Clover Law , Brisbane

Date/Time

About the Webinar

Family companies can create extraordinary wealth and legacy, but mixing family dynamics with business decisions often leads to complex legal issues. In this session, we will explore the essential legal structures, agreements, and governance frameworks, including:

  • Structure selection strategy based on liability protection, tax implications, and succession planning needs for multi-generational wealth
  • Drafting comprehensive shareholder agreements that address decision-making, dispute resolution mechanisms, and buy-sell arrangements
  • Governance separation techniques including board structures, independent directors, and voting processes
  • Creating family charters, management transition plans, and leadership development frameworks
  • Documentation and decision-making protocols
  • Dispute resolution, mediation processes, independent arbitration mechanisms, and exit strategies
  • Compliance and director duties, navigating Corporations Act obligations, ASIC reporting requirements, and fiduciary duties

Presented By

Patrick Ellwood
Director, Clover Law Brisbane, Qld

Patrick Ellwood is a lawyer with over a decade of experience assisting high net worth individuals and family business owners.

He is the founder of Clover Law, an Australian law firm specialising in tax structuring, estate planning, superannuation and asset protection.

He is a regular speaker for a range of private and professional bodies and is a published author of a number of legal textbooks.

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.

OPTIONAL ONLINE QUIZ

We will be adding an optional online quiz to the recording of this webinar to make it interactive in terms of the type of CPD that can be claimed. Upon completion of the quiz the successful registered user will receive a CPD certificate confirming completion and the CPD units/points/hours earned. The online quiz will be available with the recording – typically within 1 to 2 days of the live webinar being held.

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, Jason Hooker on (03) 8601 7709 or email: [email protected]

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