13th Annual Estate Planning Conference

Estate planners know that, above all else, clients expect certainty in their estate plan. However, certainty can be hard to come by, and the lack of flexibility to fix problems or adapt when the client’s circumstances change can also create problems. This year’s annual estate planning conference will address how to best ensure certainty in estate plans, including the traps of death benefit nominations, providing for blended families and multi-generational business structures in the estate plan. It will also review how estate planners can minimise potential challenges and the role of equitable remedies in compromising the estate plan.

• The Wisdom of Solomon - How to Ensure Equalisation in Estates
• Options for Protecting Beneficiaries with Disabilities in the Estate Plan
• Dodging the Traps with Inter-Generational Living Arrangements
• Estate Planning for Second Spouses and Children of First Marriages

Control Issues in Estate Planning

• Dividing up the Family Pie: Trust Splitting Changes and the Estate Planning Implications
• Establishing Multi-Generational Business Structures in the Estate Plan
• Death Benefit Nominations for Self-Managed Superannuation Funds: What are the Pitfalls?

Tidying Up Assets in the Estate Plan

• Taking Care of Business in the Estate Plan
• Estate Planning Strategies when the Family Trust is Vesting
• Digital Life and Death - Can the Show Go On?

Managing Disputes

• Bullet-Proofing Your Estate Plan to Minimise Challenges
• The Role of Equitable Remedies in Compromising Estate Planning