Estate Planning & Trusts Intensive
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
Catering Not included
Designed for Legal practitioners
Product Code I21018
Total CPD Points: 4.0

Professional Skills: 1.0
Substantive Law: 3.0
(includes GST)

Estate Planning & Trusts Intensive

17 Jun 2021 9:00am - 17 Jun 2021 1:30pm (Australia - Melbourne)
Live Stream Only

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:

  • There are surviving business Partners/Directors and/or shareholders;
  • The business is family-owned;
  • Tax implications arise.

Our presenter will also discuss Funded Business Succession Agreements:

  • What they are;
  • When to use them; and
  • Tips and traps when drafting them.

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:

  • Protecting beneficiaries who may be vulnerable due to disability, addiction, financial stress etc;
  • Preserving pension eligibility to ensure continuance of pension, healthcare and associated services;
  • Protecting a vulnerable beneficiary from potential undue influence;
  • And more.

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:

  • Discretionary Trusts;
  • Unit Trusts;
  • Hybrid Trusts; and
  • How the choice impacts estate-planning.