Maximising Asset Protection in the Estate Plan - a series of 5 one hour video webinars

Business Restructures - Maximizing Outcomes in Asset Protection

• When reviewing their estate plans, clients may discover that they are operating through a structure that puts extraneous assets at risk. This session examines when you should consider a possible restructure for asset protection purposes and the key drivers for change.
  

Family Trust or Family Feud? Transferring Control of Family Trusts to the Next Generation

• Transferring family trusts to the next generation can be fraught with danger. Clients need to proceed carefully, or else run the risk of assets being dissipated in a costly family feud. This session will examine what the key risks are when transferring wealth and control to the next generation and how to best minimise family disputes.
  

Testamentary Trusts: An Effective Shield in Protecting Assets (Part 1)

• Testamentary trusts provide testators with the rare opportunity to protect family wealth and pass on assets in a tax-advantaged manner. However, not all testamentary trusts are prepared equal. This practical session examines the key structural issues with testamentary trusts to maximise their effectiveness as an asset protection tool.
  

Testamentary Trusts: An Effective Shield in Protecting Assets (Part 2)

• A key benefit of testamentary trusts is their ability to protect family members from themselves. Family “black sheep” can come in many shapes and forms: financial irresponsibility, insolvency risks, and addictions - such as drugs, alcohol or gambling. Protection of family wealth is key in these situations and, if done right, testamentary trusts can be the ideal way of shielding the assets. This presentation will show you how.
  

Asset Protection and Contractual Arrangements: Worth the Paper they’re Written On?

• When it comes to preserving a client’s assets, there are a number of contractual arrangements which can potentially provide some protection. However, mutual wills, binding financial agreements and contractual wills come with a number of risks and limitations. This session explores how these contractual arrangements can be used as an estate planning strategy and how you can best navigate the risks.