2012

Estate and Business Succession Planning 2012

Source: New South Wales

Published Date: 8 Aug 2012

 
  • The ageing population continues to fuel client demand for good practical advice in the area of estate and business succession planning.
  • Our presenters this year discussed some of the most topical and important areas of estate and business succession planning including superannuation and estate planning, the use of testamentary trusts in estate planning, how to structure a business succession plan, multi-jurisdictional issues and estate planning and life estates.
  • The focus, as always, was on practical issues, recent developments, and most importantly, new cutting edge strategies and planning opportunities for clients.
  • The seminar offered practitioners a fantastic opportunity to sharpen their skills and navigate the complex minefield of estate and business succession planning.
  • Topics covered included:
  • Superannuation and Estate Planning
  • Binding Death Benefit Nominations and Reversionary Pensions in Estate Planning
  • Use of Testamentary Trusts in Estate Planning
  • How to Structure a Business Succession Plan
  • Multi Jurisdictions and Estate Planning
  • Life interest

Use of testamentary trusts in estate planning

Author(s): Dung Lam CTA

Superannuation death benefits and reversionary pensions

Author(s): Bernie O'Sullivan CTA

How to structure a business succession plan Parts 1 and 2

Author(s): Peter Bobbin CTA

Life estates

Author(s): Emma Munro CTA , Kevin J Munro CTA

Superannuation and estate planning

Author(s): Michael Hallinan

Multi jurisdictions and estate planning

Author(s): John Balazs CTA

Details

  • Published On:8 Aug 2012
  • Took place at:Sofitel Sydney Wentworth

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research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.

Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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