Estates: Planning Fundamentals, Taxation and Disputes
What advice should you be giving your clients on their estate right now? Receive guidance on estate planning techniques, explore the taxation and trust issues arising from deceased estates and catch up on the latest in estates litigation. Walk away with practical tips and strategies to implement immediately in your practice.
Description
Attend and earn 3 CPD hours
Chair: Dr Rhonda Powell, Barrister
10.00am to 11.00am: Estate Planning: Techniques, Client Instructions and Advice Tips
- Practical examples of estate planning techniques
- Seeking client instructions and execution of estate planning documents
- Advising a client on estate planning
- Advice tips
- Issues with capacity and timeliness
- Cases where it went wrong
Presented by Richard Broad, Senior Associate, Simpson Grierson
11.00am to 12.00pm: Deceased Estates: Practical Taxation and Trust Issues
- Distributions to beneficiaries and taxation entitlements from deceased estates
- Executors trust tax returns of deceased estates
Presented by Geordie Hooft, Partner – Tax, KPMG
12.00pm to 1.00pm: Estates Litigation: Critical Updates
- Family Protection Act 1955 recent decisions of interest
- Overlap between Family Protection Act 1955 and Property (Relationships) Act 1976
- Undue influence
- The deceased’s final resting place: family conflict
Presented by Calina Tataru, Senior Associate, Simpson Grierson
Learning Objectives:
- Receive valuable guidance on practical estate planning techniques
- Gain an understanding of the tax and trust issues arising from deceased estates
- Examine the key issues in estates litigation