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Blue Series Seminar: Estate & Business Succession Planning
Published on 16 Jul 1998 | Took place at Leonda by the Yarra, Hawthorn, VIC
Topics covered in this seminar include: Trusts & Wills and Buy-Sell Agreements.
Get a 20% discount when you buy all the items from this event.
Individual sessions
Trusts and wills - latest developments
Author(s):
Bruce COOK
Topics covered include: recent significant developments in the Wills Act (Vic) 1997; new expanded testor family maintenance provisions & planning opportunities; succession planning in view of recent changes to deceased estates & testamentary trusts.
Materials from this session:
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Buy Sell Agreements - Tax Update
Author(s):
Paul HOCKRIDGE
Topics covered include: exploration of different methods; insurance proceeds trusts; timing issues - S.160U(3), put-call options, condiditons precedent; CGT Treatment & TLIP: life v trauma and TPD; self insurance v cross insurance v pooling.
Materials from this session:
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Life and deceased estates - some practical issues
Author(s):
Brett DAVIS
Topics covered include: impact of the new franking credit provisions; life estates - CGT issues; practical issues in adminstering deceased estates.
Materials from this session:
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Recent tax changes effecting deceased estates
Author(s):
Michael FLYNN
Topics covered include: Capital Gains Tax - impact of recent changes; developments in TLIP; impact of Trust Loss Measures.
Materials from this session:
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