Wills and Estates Planning
With leading experts in wills and estates, family law, tax and trusts law, you will sharpen the blurred lines of estate planning and other areas of law that impact your planning and will drafting. Strengthen your practical knowledge on family trusts, testamentary trusts, binding financial agreements and dive into family law settlements. Unravel tax considerations for non-estate assets and restructuring of assets. Discover emerging issues with superannuation to perfect your estate planning strategy. 223W02
Description
Attend and earn 3 CPD points in Competency Area 4: Substantive Law
This program is based on WA legislation
Chair: Karolina Rzymkowska, Director, Perth Legal Collective; Recommended Wills & Estates Litigation Lawyer and Recommended Wills, Estates & Succession Planning Lawyer, Doyle’s Guide 2021
2.00pm to 3.00pm Intersection of Estate Planning and Family Law
- Family trusts, asset protection and succession planning
- Asset protection offered by testamentary trust structures
- Planning for superannuation death benefits on a relationship breakdown
- Binding Financial Agreements and intersection with estate planning
- Family law property settlements and death of a party to proceedings
- Consideration of de facto relationships when estate planning
- Tips and traps to avoid
Presented by Lee-Ann Cartoon, Principal, Succession Solutions Perth, Recommended Wills, Estates & Succession Planning Lawyer, Doyle’s Guide 2021 and Adam Somerville-Brown, Director, ASB Law; Accredited Family Law Specialist; Recommended Family & Divorce Lawyer and Recommended Parenting, Custody & Children’s Matters Lawyer, Doyle’s Guide 2021
3.00pm to 4.00pm Tax and Succession Strategies
- Why and when might I use a testamentary trust?
- Tax considerations when preparing asset protection strategies and transferring non-estate assets
- Blended families and strategies to avoid estate disputes
Presented by Aimee Riley, Director, EY Law; 2018 winner of The Tax Institute's Emerging Tax Star award; Wills, Estates & Succession Planning Rising Star, Doyle’s Guide 2020 and Bronte Foale, Lawyer, EY Law
4.00pm to 4.15pm Afternoon Tea
4.15pm to 5.15pm Intersection of Superannuation with Estate Planning and Critical Issues
Superannuation is an important part of a comprehensive estate plan and strategy. However, the complex nature of the superannuation law poses a challenge for estate planners especially when it comes to ensuring that their clients have the best possible superannuation plan.
- Documentation issues
- Taxes and transfer duty aspects and considerations
- Dealing with death benefit payments
- Fiduciary obligations and duties
Presented by Yikai Hoe, Director, Provident Lawyers; SMSF Specialist Advisor; Chartered Tax Adviser
Presenters
Karolina Rzymkowska
Karolina is a director of Perth Legal Collective and is recognised as one of Perth’s leading Wills and Estates and Estate Litigation Lawyers as identified by Doyle’s Guide 2021. Prior to founding Perth Legal Collective, Karolina held management roles in several well-known boutique law firms as well as the legal division in a large financial institution. Karolina has practiced in the area of Wills & Estates for 15 years and has assisted clients with all aspects of their personal & business succession planning, estate dispute matters and deceased estate administration.
Lee-Ann Cartoon
Lee-Ann Cartoon is an experienced tax and estate planning lawyer. She has worked throughout Australia and the UK advising clients ranging from global financial institutions and multinational energy and resource companies to high net wealth individuals. Lee-Ann's experience has given her an appreciation of the importance of approaching any matter commercially, logically and with the client's end goal front of mind. Lee-Ann has developed a particular interest in the areas of estate and succession planning, with a focus on effective and robust structuring.
Adam Somerville-Brown
Adam is an Accredited Family Law Specialist and a Director at ASB Law. He has been recognised by Doyle’s Guide as one of the leading Western Australian Family & Divorce Lawyers, 2020 and 2021. Adam has assisted and represented clients across the spectrum of Family Law issues with a special focus on more substantial and complex property settlement cases and parenting disputes. Adam is also a casual lecturer for the College of Law teaching other Lawyers in the field of Family Law.
Aimee Riley
Aimee specialises in advising high net wealth individuals and private corporate groups. Aimee advises on all areas of tax, trust law and related commercial law issues. In particular her works includes advising in respect of complex tax matters, and developing and implementing bespoke family and corporate succession plans.
Bronte Foale
Bronté specialises in estate planning for high net wealth individuals and family groups including providing advice regarding asset protection and business succession planning. Bronté also has experience in complex estate administration matters and representing clients at the State Administrative Tribunal for guardianship and administration matters.
Yikai Hoe
Yikai is the founder of Provident Lawyers. He is an admitted legal practitioner in the Supreme Court of Western Australia and the ACT, and the High Court of Australia. Yikai enjoys practicing in superannuation and tax law and assists business clients and professional advisers with a myriad of legal solutions on all types of superannuation, tax compliance and commercial matters. He also delivers tailored estate planning and succession strategies to high net worth clients and is a SMSF Specialist Advisor and Chartered Tax Adviser. He has presented for CPD providers on various superannuation, tax and commercial law topics
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.