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Recorded Webinars

Recorded Webinar: Preparing for the Long Haul: Intergenerational Family Business Planning

Laying the groundwork for an intended long-term family business brings with it significant challenges and forethought. This session will examine some of the options and strategies for this significant estate planning activity, including: What does your client really want? Askin
PRESENTED BY Emma Woolley Partner - Hall & Wilcox , Melbourne

Date/Time

About the Webinar

Laying the groundwork for an intended long-term family business brings with it significant challenges and forethought. This session will examine some of the options and strategies for this significant estate planning activity, including:

  • What does your client really want? Asking the right questions
  • Strategies for family consultation, information management and decision-making
  • Understanding the pros and cons of:
    • MOUs
    • family constitutions
    • shareholder agreements
  • Key issues for family businesses including authority and control, operational management and dispute resolution
  • Content and drafting guide to key documents and agreements
  • What can go wrong will go wrong - tips for pre-empting problems and risk minimisation planning
  • Building in the parachute for when all else fails

Presented By

Emma Woolley
Partner, Hall & Wilcox Melbourne, Vic

Emma has extensive experience in advising clients in estate planning and estate administration, trust structures, trust and estate disputes, and structuring for succession of ownership and control of private and family businesses.

Emma’s clients include high net worth individuals, families, privately held businesses and Family Offices.

As an acknowledged expert in her field, Emma is regularly asked to present at conferences and seminars for professional bodies and organisations.

Emma is listed as a preeminent lawyer in Victoria in Doyle's Guide to the Legal Profession for Wills & Estates, and is ranked in Chambers High Net Worth for Private Wealth Law.

Originally from the Channel Islands, Emma commenced her career at law firm Ogier, in Jersey, where she developed expertise in the areas of trusts and estate planning.

Emma is a member of the Law Institute of Victoria, the Inner Temple (Barristers’ Inn of Court, London), the Society of Trust and Estate Practitioners (STEP), and is a Chartered Tax Advisor.

Emma is a board member of the Williamstown Football Club, a Victorian VFL Club. She is also a board member and holds advisory roles for privately held family business groups.

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/Training 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.

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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