|Start time||17 Jun 2021 9:00am (Australia - Melbourne)|
|End time||17 Jun 2021 1:30pm (Australia - Melbourne)|
|Location||Live Stream Only|
|Speaker||See full program details|
|Designed for||Legal practitioners|
Professional Skills: 1.0
Substantive Law: 3.0
Estate Planning & Trusts Intensive
Business Succession and Estate Planning
An important aspect of running and or owning a business, is the need to plan for business succession if a business owner dies.
This session will look at advising your business clients when:
Our presenter will also discuss Funded Business Succession Agreements:
Protective and Disability Trusts – Tips & Traps When Setting Up
Ensuring a loved one will be taken care of is paramount to many clients.
Our presenter will cover the issues you need to consider and discuss with your client when providing for vulnerable beneficiaries including:
Drafting Testamentary Trusts
Testamentary Trusts are often employed as a tax minimisation tool. They also have broader benefits in providing a balance of flexibility with protection for subsequent generations.
This session will provide practical tips, sample clauses, case studies and guidance for drafting effective testamentary trusts and explore where practitioners have gone wrong.
Presented by: Greg Russo, Solicitor, Accredited Specialist - Wills & Estates, Featherby's Lawyers
Choosing the Right Type of Trust and Impact on Estate Planning
There are various Trusts that can be used to protect an estate’s assets and beneficiaries.
Each Trust structure has advantages and disadvantages and it’s important to understand the best legal option for your clients’ circumstances.
Our presenter will discuss the advantages and disadvantages of: