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The sixth annual estate planning and asset protection conference. Seminar papers. March 2012
Author:
Spink, Craig ; Szabo, Peter ; Wyeth, Chris ; O'Bryan, Andrew ; Morton, Amanda ; O'Sullivan, Bernie ; McKnoulty, Peter ; O'Connor, Damian ; Fredriksen, Frances ;
Year:
2012
Format:
Seminar Paper
Call No:
F KM 337.35 S 1
Publisher:
Melbourne, Vic.: Television Education Network (TEN)
Subject:
Estate Planning ; Shareholder Agreements ; Binding Financial Agreements ; Tax Planning ; Family Trusts ; Business Succession ; Succession ; Succession Planning ; Testamentary Trusts ; Wills ; Trust Deeds ;
Keywords:
1. Shareholder agreements: their role in managing control of family businesses in the next generation -- 2. Extinguishing spouse claims against estates using binding financial agreements -- 3. Rural succession planning -- 4. The effect of unrealised and future tax liabilities on estate planning -- 5. Resettlements after Clark's Case: the implications for estate planners -- 6. Superannuation death benefits and reversionary pensions -- 7. Estate planning to cut a beneficiary out of a will -- 8. Intra-family agreements as an alternative to formal asset transfers -- 9. Estate planning and the taxation of trusts -- 10. Estate planning fro clients with financially irresponsible children and spouses.
ISBN/ISSN:
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1 2012 1 On Shelf F KM 337.35 S 1 For Loan Available
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The seventh annual estate planning and business succession conference. Seminar papers. March 2013
Author:
O'Bryan, Andrew ; Ellwood, Patrick ; Butler, Michael ; Swan, Allan ; Spink, Craig ; Herd, Brian ; Monahan, Robert ; Morton, Amanda ; McMillan, Jennifer ; Perkins, Michael ; Weir, Belinda ;
Year:
2013
Subject:
Estate Planning ; Life Interests ; Binding Financial Agreements ; Tax Planning ; Family Trusts ; Business Succession ; Succession ; Succession Planning ; Testamentary Trusts ; Wills ; Self Managed Funds ;
The eighth annual estate planning conference. Seminar papers. March 2014
Author:
Bourke, Stephen ; Broderick, Philip ; Morton, Amanda ; Jeremiah, Rob ; Bobbin, Peter ; Herd, Brian ; Sheehan, Michele ; Monahan, Robert ; McMillan, Jennifer ; Burgess, Matthew ; O'Bryan, Andrew ;
Year:
2014
Subject:
Estate Planning ; Binding Financial Agreements ; Tax Planning ; Family Trusts ; Succession ; Succession Planning ; Testamentary Trusts ; Wills ; Death Benefit Payments ; Testators Family Maintenance ;
Succession law conference 2014. Seminar papers. 12 September 2014
Author:
Wilson, Kathy ; Hartnett, Justin ; Robertson, Penny ; McMillan, Kate ; Hanscombe, Kristine ; Boaden, Richard ; Riordan, Tony ; Sparks, Robyn ; Anderson, Ross ; Park, Geoff ; Wraith, Lachlan ; Chapman, Mercia ;
Year:
2014
Subject:
Succession ; Legal Drafting ; Costing ; Succession Planning ; Forms & Precedents ; Estate Planning ; Family Trusts ; Discretionary Trusts ; Testamentary Trusts ; Executors ; Probate ; Drafting ;
Succession law conference. Seminar papers. 7 September 2012
Author:
Kendall, Richard ; Marks, Bernard ; Boaden, Richard ; Campbell, Jacqueline ; Chapman, Mercia ;
Year:
2012
Subject:
Succession ; Succession Planning ; Wills ; Tax Planning ; Wills, Probate And Administration ; Legal Capacity ; Drafting ; Costs ;
Intra-Family agreement as an alternative to formal asset transfers to difference settings. Seminar paper. September 2012
Author:
McKnoulty, Peter ;
Year:
2012
Subject:
Estate Planning ; Trusts ; Tax Planning ; Succession Planning ;
Succession law conference. Seminar papers. 30 August 2013
Author:
Hardingham, Ian ; Boaden, Richard ; Flynn, Michael ; Darzins, Peteris ; Verspaandonk, Andrew ; Pascoe, Peter ; Wraith, Lachlan ; Misso, Philip ;
Year:
2013
Subject:
Wills, Probate And Administration ; Succession ; Succession Planning ; Legal Capacity ; Forms & Precedents ; Testamentary Trusts ; Testators Family Maintenance ; Legal Drafting ;
Financial agreements : relieving the headache. Seminar paper. July 2016
Author:
Szabo, Peter ; Television Education Network (TEN) ;
Year:
2016
Subject:
Binding Financial Agreements ; Testators Family Maintenance ; Family Law ; Wills ; Estate Planning ;
Succession of family trusts in blended families : understanding control issues. Seminar paper. May 2017
Author:
Woolley, Emma ; Whiley, James ; Television Education Network (TEN) ;
Year:
2017
Subject:
Family Trusts ; Succession ; Trustees ; Estate Planning ; Superannuation ;
From whoa to go - controlling companies and trusts after death. Seminar paper. May 2017
Author:
Burgess, Matthew ; Television Education Network (TEN) ;
Year:
2017
Subject:
Estate Planning ; Succession Planning ; Family Companies ; Family Trusts ; Trustee Companies ;
Will drafting masterclass. Seminar paper. 28 February 2017 and 28 November 2017
Author:
Swan, Allan ;
Year:
2017
Subject:
Wills ; Legal Drafting ; Testamentary Trusts ; Life Interests ; Superannuation ; Estate Planning ; Forms & Precedents ;
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