Estate Planning and Asset Protection Summit
Ensure your skills in managing the risk of disputes arising after death or loss of legal capacity in a blended family are updated. Master how to create & implement a plan of action for protecting your client’s superannuation from creditors & dealing with bankruptcy and super benefits upon death. Acquire strategies for balancing tax planning and asset protections for professionals at risk. This in-depth & focused event is not to be missed. 216W02
Description
Attend and earn 3 CPD points including:
1 point in Competency Area 2: Professional Skills
2 points in Competency Area 4: Substantive Law
This program is based on WA Legislation
Chair: Michael Bowyer, Principal Legal Officer, Public Trustee
2.00pm to 3.00pm Estate Planning for Blended Families
Discuss how best to assist estate planning clients to manage their risk of disputes arising in connection with their estate (and non-estate) assets after they have died or lost legal capacity. You will learn:
- Managing the risk of a family provision dispute for blended families
- Mutual wills
- Life interests
- Step-children
- Non-estate assets as a tool to strengthen an overall estate plan
- Managing the risk of a superannuation dispute in blended families
- Binding death benefit nominations: validity issues
- Enduring attorneys and binding nominations
- Control of self-managed super funds
- Conflict issues where executor/administrator claims super death benefit in personal capacity
- Managing the risk of a trust dispute
- Controlling positions and succession
- Variations to the trust deed and validity
- Trustee company constitutions and future governance
Presented by Sally Bruce, Special Counsel, Jackson McDonald; Market Leading Wills & Estates Litigation Lawyer and Preeminent Wills, Estates & Succession Planning Lawyer, Doyle’s Guide 2020
Competency Area 2: Professional Skills
3.00pm to 4.00pm Superannuation and Estate Planning: Creditors, Bankruptcy and Super Benefits
Superannuation is a given for Australian Taxpayers, and due to its tax effectiveness it is an attractive structure to accumulate wealth. In this session, Jemma will discuss some of the issues that arise and strategies to consider with respect to:
- Superannuation and protection against creditors
- Bankruptcy and what happens to super
- Super benefits on death: What happens from an estate planning perspective
Presented by Jemma Sanderson CTA, Director, Cooper Partners Financial Services; author, SMSF Guide, The Tax Institute
4.00pm to 4.15pm Afternoon Tea
4.15pm to 5.15pm Strategising Asset Protection Planning for Directors and at Risk Professionals
- Current asset protection architecture of companies and trusts
- Discretionary trust drafting for creditor insulation
- Viability of asset protection trusts
- Balancing tax planning and asset protection
Presented by Tim Pepper, Consultant, Robertson Hayles Lawyers
Venue
Parmelia Hilton
Level 1, Meeting Room, 14 Mill Street
Perth 6000
WA
Australia
Directions
Nearby Public Transport:
Train Stations - The Esplanade Station
Bus Interchange - St Georges Terrace Cloisters Green
Parking information
Parmilia Hilton - Valet Parking only - Click here to view rates.
Convention Centre - 100 metres from Parmelia Hilton. Click here to view rates.