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Recorded Webinars

Recorded Webinar: Structuring and Succession for Professional Practices with Allan Swan

Allan Swan delivers his quarterly estate planning briefing – a must for all estate planning practitioners. Alternatives for practice structures Remuneration options for principals Key issues for practice agreements Eligi
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.

  • Alternatives for practice structures
  • Remuneration options for principals
  • Key issues for practice agreements
  • Eligibility for CGT small business concessions – practice premises
  • Voluntary succession options
  • Involuntary succession options – incapacity death

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]

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