Close
My Cart (0 items)
Checkout

Login to TEN

Privacy Policy
Privacy Policy
Return
My Cart (0 items)
Checkout
81618
Recorded Webinars

Recorded Webinar: Use of Different Types of Trusts and Estate Planning – Strategies and Compliance

Allan Swan delivers his quarterly estate planning briefing – a must for all estate planning practitioners. In this session, Allan looks at the ins and outs of trusts in estate planning to ensure you have the best strategy in place for your client. We will look at what trusts ar
PRESENTED BY Allan Swan Director - Estate Planning Equation , Melbourne

Date/Time

About the Webinar

Allan Swan delivers his quarterly estate planning briefing – a must for all estate planning practitioners. In this session, Allan looks at the ins and outs of trusts in estate planning to ensure you have the best strategy in place for your client. We will look at what trusts are available to your clients and why you would use them. It covers:

  • Generation skipping trusts – when can they work?
    • providing for grandchildren and protecting assets from relationship breakdown in the second generation
    • education only trusts - setting criteria determining funding
  • Adding to existing trusts – pros, cons and the concerns of the ATO
  • Capital protected trusts and accommodation funds – using for the benefit of the second spouse and protecting assets for children from the first relationship
  • Protective special disability and other protective trusts - balancing financial needs with means tested pension eligibility
  • Proposed changes to take effect from 1 July 2019 and existing PS 2003/12

Presented By

Allan Swan
Director, Estate Planning Equation Melbourne, Vic

Allan Swan works with private clients and their accountants, financial advisors and legal practitioners relating to the legal aspects of the following areas of Preventative Law:

  • Asset Protection
  • Deceased Estate Taxation
  • Dispute Prevention
  • Estate Planning
  • Preventative Law Strategy
  • Special Disability & Protective Trusts
  • Structuring
  • Superannuation
  • Tax Considerations
  • Testamentary & Family Trusts

Allan also provides practitioner training and speaking services in the above areas and is an adjunct lecturer in the College of Law’s applied law master’s program. He is also an instructor for the Leo Cussen Centre for Law, the Law Institute of Victoria and other professional bodies. Allan is accredited as a STEP Trust and Estate Practitioner.

Allan holds degrees in Law and Economics and a Graduate Diploma in Financial Services.

Who Should Attend?

This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. This is an update webinar on recent developments in this area.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

Go to top