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Recorded Webinars

Recorded Webinar: Shareholder Agreements in Wealthy Families – An Estate Planning Perspective

The estate plan is in place and one more piece of the puzzle is required - a shareholder agreement. This session looks at these with a practical focus. It includes: Shareholder agreements and estate planning – an overview Nature of shareholder
PRESENTED BY Daniel Smedley Principal - Sladen Legal , Melbourne

Date/Time

About the Webinar

The estate plan is in place and one more piece of the puzzle is required - a shareholder agreement. This session looks at these with a practical focus. It includes:

  • Shareholder agreements and estate planning – an overview
  • Nature of shareholder agreements and difference from buy-sell agreements
  • Adapting agreement for other business vehicles
  • Key inclusions in shareholder agreements:
  • board appointment
  • employing family members
  • shareholder powers
  • dispute resolution
  • allotment and transfer of shares
  • termination
  • Structuring the shareholders agreement to meet estate planning goals
  • Shareholder agreement’s role in tax effectiveness
  • Case study – when the estate plan is at odds with the shareholders agreement

Presented By

Daniel Smedley
Principal, Sladen Legal Melbourne, Vic

Daniel Smedley, CTA, enjoys solving complex taxation and trust law issues for private enterprise clients. He is also a trusted confidant in planning the succession of his client’s personal and business affairs.

Daniel is a Chartered Tax Advisor with The Tax Institute, accredited as a specialist in Taxation Law with the Law Institute of Victoria and is recognised by his peers in Doyles Guide as a leading lawyer in Taxation. He is also recognised in the Best Lawyers list published in the Australian Financial Review being awarded the lawyer of the year in Melbourne in Taxation in 2022 and in respect of Trusts and Estates and Wealth Management/Succession Planning this year.

Daniel is a regular presenter at state and national industry conventions, conferences and workshops.

Who Should Attend?

This webinar is suitable for lawyers throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Information

Lawyers can claim up to 1 CPD unit/point – substantive law . This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

WA lawyers – From April 1 st 2021, due to the new requirements we are unable to verify your completion of recorded webinars to the Legal Practice Board of WA.

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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