Fourth Annual Tax Aspects of Estate Planning and Business Succession Symposium

This advanced symposium, featuring nine one-hour in depth presentations, is designed for experienced estate planners – both lawyers and accountants - as well as professionals seeking to deepen their knowledge of the all important estate planning tax issues. This year’s event also features a special focus on business succession, as well as super death benefit traps following the recent super reforms.

Tax Issues in Business Succession Planning

• Making the Most of Buy-Sell Agreements
• Effective Restructure of a Family Trust
• Disposal of the Family Business After Death

Tax and the Estate Planning Toolbox

• Life Cycle of a Testamentary Trust
• Main Residence Tax Issues in Estate Planning

Managing the Tax Risks in Difficult Family Situations

• Tidying Up the Estate Plans in Complex Family Arrangements: Understanding the Key Tax Imperatives
• Tax Effective Options When Providing for Minors: Thinking Beyond a Testamentary Discretionary Trust
• The Risks Inherent in Non-Resident Beneficiaries of Australian Estates

Tax Challenges in the Super Landscape

• Avoiding Super Death Benefits Traps