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Estate Planning - Recent Developments

Published on 16 Nov 2010 | Took place at Hilton Sydney, Sydney, NSW

This event delivered an update on the key topics in the context of Estate Planning in NSW including:

  • setting the scene – Recent developments in the law relating to wills and succession
  • asset protection – Do you need to reconsider past assumptions concerning protection of assets?
  • family trusts & estate planning
  • testamentary trusts
  • providing for business succession by including key staff in the ownership of the business
  • international issues in succession planning.

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

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Individual sessions

Recent developments concerning asset protection

Author(s):  Christopher CATT This presentation covers:

  • use of discretionary trusts
  • asset protection or tax benefits?
  • Bankruptcy Act issues
  • Corporations Act issues
  • family law issues
  • sham trust issues.
Materials from this session:

Family trusts and estate planning

Author(s):  Ken SCHURGOTT This paper covers:

  • points of control
  • memorandum of wishes
  • exclusion clauses
  • trust asset no part of the estate
  • splitting trusts
  • the CGT events
  • tracing assets
  • trustee duties
  • the tax return.
Materials from this session:

Business succession & key staff tax & funding issues

Author(s):  Scott McGill This paper covers:

  • broad comments - structure & small business CGT concessions
  • what are the available options
  • tax impacts - Division 83A
  • tax impacts - capital gains tax (CGT).
Materials from this session:

International issues in succession planning

Author(s):  John BALAZS This paper covers:

  • death and taxes
  • some planning issues
  • other matters.
Materials from this session: