2013

Estate and Succession Planning Masterclass

Source: Victoria

Published Date: 30 Oct 2013

 
  • As the "baby boomer' generation looks towards retirement and beyond, more and more clients are seeking advice on when and how to pass their businesses and personal wealth to the next generation. As advisers, it is critical to understand the most effective ways to achieve this from a tax, asset protection and commercial perspective. This seminar included a variety of speakers presenting on a range of estate and succession planning topics affecting individuals, companies, trusts and superannuation funds. The topics will be both from the perspective of what will happen on death and also what steps should be taken pre-death to give effect to your client's objectives.
  • Topics covered included:
  • ways to offer Estate Planning Services
  • divorce, ageing and death - what happens when one spouse dies?
  • tools for tax effective pre death structuring and succession planning.

Tools for tax effective pre death structuring and succession planning

Author(s): Carlos Barros CTA

Should you offer estate planning to your clients?

Author(s): Bernie O'Sullivan CTA

Divorce, death and aging - What happens when one spouse dies?

Author(s): Wendy Kayler-Thomson

Details

  • Published On:30 Oct 2013
  • Took place at:RACV Club, Melbourne

The material is copyright. Apart any fair dealing for the purpose of private study,

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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