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Estate Asset & Business Succession Planning

Published on 13 May 2005 | Took place at Hilton Hotel, Brisbane, QLD

This annual Estate Asset & Business Succession Planning Intensive took a fresh look at the many complex issues now being confronted by practitioners on daily basis.

Estate planning issues together with the associated asset protection and business succession planning issues are becoming a critical part of the practices of most accountants, lawyers and financial planners. Those practitioners that are familiar with the traps and strategies that can value add to their clients will be well equipped to grow their practices.

Case studies and real world examples were used by the presenters throughout the seminar as a tool to provide real world examples thereby ensuring seminar attendees obtain the maximum benefit from the day.

With Australia's ageing population and the retirement of the baby boomers, the area of estate and business succession planning is expected to grow enormously in future years and now is the time for practitioners to focus on refining their skills this area.

Get a 20% discount when you buy all the items from this event.

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Individual sessions

Superannuation in estate planning

Author(s):  Chris WYETH

This paper includes practical strategies aimed at helping your clients through the most difficult time in their lives by looking at the three planning stages - building superannuation into the overall estate plan; pre-death planning; and postdeath planning. The paper covers:

  • hands on tips for estate planning around superannuation
  • practical advice designed to simplify estate administration
  • avoiding tax traps when dealing with superannuation death benefits
  • proactive strategies for improving tax and financial planning outcomes.
Materials from this session:

Asset Protection & Implications for Estate Planning

Author(s):  Greg CAHILL

This paper covers the following topics:

  • status of the proposals in relation to the bankruptcy changes
  • the latest asset protection issues and strategies
  • asset protection implications of family law disputes
  • reducing the risk of a successful challenge to client's Will.

This paper is a slightly updated version of a paper presented at the 'Estate, Asset and Business Succession Planning' and 'Roadmap to Business Structuring' seminars held in Brisbane on 19 August 2004 and 19 November 2004 respectively.

Materials from this session:

How to deliver an effective estate planning service

Author(s):  Brant DILLON

Estate and business succession planning is more than simply having a will. To provide a quality service a team of specialists needs to work together using a process that clearly defines who does what. This paper covers the following:

  • what are the steps in delivering an estate planning service?
  • how to position the service with clients
  • who should make up the estate planning team?
  • how to effectively manage the process and become the estate project manager
  • what should be the outcome for clients and the advisory team?
Materials from this session:

Business succession planning

Author(s):  Matthew BURGESS

This paper covers:

  • approaches to structuring of the business succession plan - latest strategies
  • examples of planning gone wrong
  • using the will as part of the business succession strategy
  • focusing the arrangements on getting a cash flow
  • strategies for non-family buyouts
  • implementing buy/sell agreements - current strategies
  • focusing on CGT issues of the business succession plan.
Materials from this session:

The estate planning process

Author(s):  John DE GROOT

This presentation covers:

  • working within a framework
  • identification of assets, liabilities and beneficiaries
  • drafting a tax effective will
  • enduring powers of attorney, guardianship and advance medical directives
  • when and how to use discretionary trusts
  • emerging trends
  • practical traps and tips.

This was also presented at the 2005 North Queensland Convention in Townsville on 19 May 2005.

Materials from this session: