Bryan Mitchell TEP FTI is the managing director of Mitchells Solicitors. He is an Accredited Specialist in Succession Law. Bryan & his firm are recognised in Doyle’s Guide as leaders in Estate Planning and Estate Litigation in Australia. His practice works almost exclusively in the areas of Wills, Estates, Trusts & Elder Law. Bryan is a regular presenter. He is the recipient of the Society of Trust & Estates (“STEP”) Australia Masters Award 2023; immediate past Chair of STEP Australia; former Chair of STEP Queensland; Deputy Chair for the Queensland Law Society (“QLS”) Succession Law Policy Committee; Deputy Chair of the QLS Succession Law Specialist Accreditation Advisory Committee and member of University of Queensland Law School Advisory Board.
83909
Recorded Webinars
Recorded Webinar: Predators and Creditors: Options for Asset Protection in Estate Planning
Although death can seem a long time away, a safe strategy for asset protection can be the establishment of protective and pre-emptive arrangements which are intended to shield assets from claims before and after death. This session will examine some of the more common strategies
PRESENTED BY
Bryan Mitchell
Principal -
Mitchells Solicitors
, Brisbane
Date/Time
About the Webinar
Although death can seem a long time away, a safe strategy for asset protection can be the establishment of protective and pre-emptive arrangements which are intended to shield assets from claims before and after death. This session will examine some of the more common strategies for asset management protection, including:
- Assessing client risks and developing an asset management plan- what factors need to be considered?
- In or out? Deciding which assets will form the estate and which not
- Weighing up the benefits and disadvantages of a family trust – what are the pre-death and post-death options?
- Self-managed super funds as a wealth creation and protection tool
- Business succession planning agreements for intergenerational family operations – what arrangements need to be considered?
- Gift and loan back arrangements
Presented By
Bryan Mitchell
Principal, Mitchells Solicitors Brisbane, QLDWho Should Attend?
This webinar is suitable for lawyers and accountants 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.
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]