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Estate Planning - From Beginning to End

Published on 19 Aug 2003 | Took place at Christie Centre, Brisbane, QLD

This seminar aims to give a good overall understanding of estate planning and how tax issues effect the outcome of estate planning options.

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Individual sessions

Current Estate Planning Legal Trends and Issues

Author(s):  Philip MCGOWAN Topics covered in this seminar paper include:
- The holistic approach to Estate Planning
- Tax Effective Asset Protection Developments (personal liability/divorce & family law)
- Trends in Established Planning and Advice
- Testamentary Trusts Developments.

This seminar paper was also presented by Peter Nettleton at the Estate Planning seminar held in Perth on 24 October 2003.

Materials from this session:

Administration of Estate Traps and Tips - Will drafting

Author(s):  Tim WHITNEY Topics covered in this seminar paper include: - Succession litigation
- Why it is important for the lawyer and the accountant to talk
- Family provision applications
- Drafting wills with administration in mind
- Procedure for administration of estates.

This paper was also presented by Scott Whitla at the Estate Asset & Business Succession Planning seminar held in Brisbane on 19 August 2004.

Materials from this session:

Administration of Estates Traps and Tips: Deceased Estates

Author(s):  Stuart DREVES Topics covered in this seminar paper include:
- Death and carried forward capital and income losses
- Administration of the deceased estate
- Post Administration

Materials from this session:

Tax Employee Options and Related Issues

Author(s):  Chris WYETH Topics covered in this seminar paper include:
- Division 13A Share Plans
- Tax on the Exercise of Options
- Funding the Exercise of Options
- Use of Protective Option Collars
- Tax issues of Option Collars
- Practical issues and strategies.

This seminar paper was also presented by Jonathan Willoughby at the Estate Planning seminar held in Perth on 24 October 2003.

Materials from this session:

Succession Planning, Restructuring and Buy / Sell Agreements

Author(s):  Greg CAHILL Topics covered in this seminar paper include:
- Put/Call v Mandatory Agreements
- Ownership of Policies - CGT traps
- Use of Superannuation Policies
- CGT Implications - ATO Statement of Principles
- Use of Wills as Part of Business Succession Strategy
- Maximising Benefit of CGT Small Business Concession.

This paper was also presented by Warren Black at the Estate Planning seminar held in Perth on 24 October 2003.

Materials from this session:

Superannuation as an Estate Planning and Financial Planning

Author(s):  Scott HAY-BARTLEM This seminar paper covers topics including:
- Issues to consider on the Death of a Member
- Payment of Death Benefits
- Insurance in Superannuation Funds
- Tax Consequences of Death Benefit Payments
- Binding Nominations.

This paper was also presented by Kim Bailey at the Estate Planning seminar in Perth on 24 October 2003.

Materials from this session: