Estate Planning
Estate strategies, Asset protection, Wills and administration, Trust structures, Conflict resolution, Taxation
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Knowledge
Presentations, briefings and articles on Estate Planning
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Most recent
Kennon vs Spry: The next chapter
Matthew Burgess and James Stokes of McCullough Robertson analyses the recent developments and current position in the case of Kennon vs Spry and discusses the issues involved that have made this case come to the forefront once again. Read more
Succession planning: Employee share arrangements
John Day of Remuneration Strategies Group discusses controlled succession through employee share ownership as a viable alternative to outright sale or business failure. Read more
Integrated SMSF succession planning
A description of how integrated SMSF succession planning can be achieved with the help of a case study. Read more
What next for family trusts?
This article focuses on the wider commercial issues related to family trusts, its status as an effective investment structure, the threats it is facing to its status and concludes that the only real solution will be a political one. Read more
Getting the estate planning 'itinerary' right
The authors show with practical examples how a simple Will is not enough to service the estate planning needs of a client. A number of things may go wrong for clients who have just a simple Will. Read examples of how unique client needs were solved. Read more
Capital protected trusts
One option in addressing the estate planning for a client in a blended family is to establish a capital protected trust during their lifetime or to provide for a capital protected testamentary trust to be included in their Will. Read more
Activities
Workshops, masterclasses, conferences, podcasts and webinars
Webinar
The succession challenge: There is life in the old boy yet!
Friday 17th Sep 10 12.00pm – 01.00pm
Harry Kras of Family Business Resource Centre will look at some of the reasons why it’s so difficult to get the conversation started and some strategies for moving the succession process forward.
Register now
Event
Succession Management Forum
Sydney Tuesday 28th Sep 10
Melbourne Thursday 30th Sep 10
Delve into the myriad of business succession strategies using the tools & frameworks from some of Australia's very best business advisers.
More information and registration | Event Blog
Previous Events
Workshops, masterclasses, conferences
Family Wealth Investing Forum
Take a closer look at the investment principles & practices of some of Australia's most wealthy families and their advisers in a practical one-day setting.
More information | Event Blog
Business Tax & Strategy Forum
A one-day practical forum jam-packed with strategies & structures for advising private & family owned businesses
More information | Event Blog
Previous Webinars
News, briefings, updates
Superannuation update: Recent regulatory changes
Mark Wilkinson, Partner in Deloitte Touche Tohamatsu will present a briefing on recent changes in superannuation. Attend this presentation from the convenience of your desk by joining this webinar on 20 August 2010.
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Bamford - Practical issues in the lead up to 30 June
In Dealers' Group's second webinar, Matthew Burgess, Partner, and Reuben Bramanathan, McCullough Robertson Lawyers will present outstanding practical issues related to trust law in the lead up to 30th June.
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Previous Podcasts
Interviews, opinions, news bytes
Investment Succession - How do people lose wealth when they die?
In this short podcast, Doug Turek discusses the importance of investment succession.
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Attitudes to wealth & investing
In this short podcast, Matthew Browning discusses the different attitudes that people have to wealth.
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