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2020 WA Estate & Succession Planning Intensive

Published on 25 Feb 2020 | Took place at The Melbourne Hotel, Perth, WA

This event provided delegates with an in-depth understanding of the key issues facing legal and accounting practitioners when advising on estate and succession planning.

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

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Individual sessions

Business succession planning – Family Court disruption

Author(s):  James Claringbold,  Andrew DAVIES

This paper covers:

  • property settlement under the Family Law Act
  • distributions and entitlements under family trusts
  • a clash of wills
  • how is an inheritance treated by the court?
  • continuation of proceedings after death
  • is separation necessary?
  • financial agreements
  • orders and injunctions binding third parties
  • transactions to defeat orders.
Materials from this session:

Passing control of family business – Commercial & tax considerations

Author(s):  Yikai Hoe

This paper covers:

  • succession planning - picking the right successor 
  • picking the right time to talk “succession” with your client 
  • ethical dilemma for advisors
  • transfer of shares
  • procedure of transferring shares
  • personal guarantees - do not forget them.
Materials from this session:

Succession planning for family business’s: Failing to plan is planning to fail

Author(s):  Judy Snell

This paper covers:

  • recent research
  • communication
  • tools to assist with communication
  • managing conflict
  • deeds.
Materials from this session:

Special purpose trusts for estate planning

Author(s):  Frank HINOPOROS,  Emma WOOLLEY

This presentation covers:

  • overview: succession planning and the trusted advisor
  • trusts for intergenerational family wealth: testamentary trusts + super proceeds trusts
  • trusts for the vulnerable: special disability trusts and protective trusts
  • philanthropic trusts: private ancillary funds and charitable trusts.
Materials from this session:

Succession planning challenges for family owned businesses

Author(s):  Grahame Young

This presentation covers:

  • ways of holding assets
  • sole proprietorship
  • joint ownership
  • transfers to different tenancy
  • partnership
  • joint ventures
  • companies and unit trusts.
Materials from this session:

Cross-border people, assets and entities: Succession planning and tax issues for international families

Author(s):  James Whiley,  Frank HINOPOROS,  Emma WOOLLEY

This paper covers:

  • cross border succession issues including conflict of laws
  • cross border estate and structure planning options - one global will?
  • tax imperatives: offshore assets in the estate plan
  • Australian tax issues: what to advise your clients.
Materials from this session: