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Recorded Webinars
Proper planning is essential to minimise the likelihood of problems arising after the death of the testator. This is easier said than done when it comes to large and complex family business structures where they may be multiple trusts, corporate trustees, various involved family m

Date/Time

About the Webinar

Proper planning is essential to minimise the likelihood of problems arising after the death of the testator. This is easier said than done when it comes to large and complex family business structures where they may be multiple trusts, corporate trustees, various involved family members with often competing and vested emotional, legal and financial interests. With a significant amount of wealth at stake, emotions run high and these types of matters tend to be highly scrutinised and hotly contested in the face of disgruntled family members. This session will focus on succession planning for such family businesses, including:

  • The various options available to structure large businesses as part of estate planning, and the pros and cons of each option
  • The options available regarding superannuation assets and in particular SMSFs within the context of a broader testamentary trust structure
  • The issues practitioners should consider when advising clients about the proposed structure including the alignment of any succession plan/s with the estate plan
  • How best to structure the testamentary trust from the family court perspective, including what may happen on the breakdown of a relationship (marriage or de facto) of various family members and how to plan for this within the structure of the estate

Presented By

Daniel Bennett
Director, Uther Webster & Evans Sydney, NSW

Daniel graduated from the University of Western Sydney with a bachelor of laws in 2014 and was admitted to practice in 2015.

Daniel is a firm believer in achieving practical outcomes to legal problems and his strong commercial background provides him with a solid footing in dealing with a variety of legal issues and achieving these outcomes for his clients.

Areas of Practice:

Litigation: acting for clients in commercial, property and estate litigation disputes, Daniel has experience in all courts in New South Wales in addition to the Federal Circuit Court and Federal Court of Australia.

Family Law: acting for clients predominantly in complex property matters in addition to parenting and child support disputes and divorce applications.

Commercial and property: including assisting clients with buying and selling of residential and commercial property, commercial and retail leasing, sale and purchase of businesses including share sale agreements, shareholder agreements and unitholder agreements.

Estate planning: including drafting and advising on wills, powers of attorney and guardianship.

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 1 CPD/Training hour. Lawyers can claim 1 CPD unit/point – substantive law

WA lawyersPlease 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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