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NSW 16th Annual Estate & Succession Planning Conference

Published on 24 Oct 2019 | Took place at Swissotel Sydney, Sydney, NSW

Estate planning continues to be an integral part of the dynamics of family business planning and planning in general. The Tax Institute’s 16th Annual Estate & Succession Planning Conference had an outstanding line-up of speakers covering key topical and practical estate planning and succession issues impacting practitioners and their clients.

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

shopping_cart Add all items to cart - $240.01
Individual sessions

Testamentary trusts and asset protection – Do they really safeguard estate assets?

Author(s):  Claire Williamson

This paper covers:

  • property order under Family Law Act
  • family provision order
  • bankruptcy
  • vulnerable beneficiaries.
Materials from this session:

Tax obligations and liabilities of the executors of a deceased estate – Is it worth being an executor?

Author(s):  Anthea Kennedy

This paper covers:

  • duties of executors
  • costs of an executor in probate proceedings
  • applications to the court 
  • executor ceasing to act: revocation of grant
  • removal of trustees
  • devastavit and the decision in Bird v Bird NSWCA 262.
Materials from this session:

How to deal with legal incapacity when confronted with disability and an increase in age related illnesses

Author(s):  Gerard Basha,  Raffael Maestri

This paper covers:

  • determining legal incapacity
  • planning for legal incapacity – substitute decision makers
  • dealing with legal incapacity in the absence of pre-appointed decision makers
  • dealing with legal incapacity in legal proceedings.
Materials from this session:

Superannuation & estate planning

Author(s):  Graeme COLLEY

This presentation covers:

  • BDBNS - how binding?
  • nominating beneficiaries
  • a hand in the till - conflicts of interest
  • conflicts - things to think about
  • transfer balance cap - death benefits.
Materials from this session:

One rule to rule them all – Family governance agreements

Author(s):  Peter BOBBIN

This presentation covers:

  • firstly we look at the plan, the way that I encourage the development of the plan
  • then we look at the commercial considerations and strategies and some tax issues.
Materials from this session: