Asset Protection and Estate Planning by lindayy

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Asset Protection and Estate Planning

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									                                                        Asset Protection and Estate Planning
                                                        Thursday 4 March | 8.30am – 1.00pm Grace Hotel, 77 York Street, Sydney
                                                        CLE/CPD Points: Four (4)
                                                        8.30am     Introduction from Chair                        10.45am Morning tea
                                                                   Mr Philip de HAAN, Partner
                                                                   Thomson Playford Cutlers                       11.05am
                                                                   Lecturer UNSW Taxation Masters                 Topic 3: Blended families in Dispute – Estate
                                                                                                                           Planning involving competing
                                                        8.35am     Opening Remarks
                                                                                                                           interests of second spouse v children
                                                                   The Hon. Justice I.V. GZELL
                                                                   Supreme Court of NSW, Chairman of                       of prior marriage
                                                                   STEP, Australia Sydney Branch                  Speaker: Peter BOBBIN, Principal, Argyle Lawyers
                                                                                                                           • What is the duty of care owed to
                                                        9.00am                                                               whom, and can you limit this?
                                                        Topic 1: Testamentary Trusts                                       • Special elements necessary in an estate
                                                        Speaker: Andrew FRANKLAND                                            plan to ensure respective interests are
                                                                 Executive Lawyer, Bartier Perry Solicitors
                                                                                                                             protected
                                                                 • Appropriate circumstances for use of a
                                                                   testamentary trust                                      • Superannuation – the new
                                                                 • Tax planning benefits                                     battleground and simple solutions
                                                                 • Use of testamentary trusts to protect                   • Contested death benefit claims and
                                                                   the estate from vulnerable beneficiaries                  presenting a case to the trustee of the
                                                                 • Testamentary trusts as an asset                           fund
                                                                   protection vehicle
Estate Planning and Asset Protection Thursday 4 March




                                                                                                                           • Managing inheritance disputes through
                                                                 • Need for review of testamentary trust                     a SMSF and APRA Fund
                                                                   structures
                                                                                                                  12.00pm
                                                        9.55am
                                                        Topic 2: Critical Event Planning for Business             Topic 4  Superannuation: Asset Protection and
                                                                 Partners                                                  Estate Planning Issues
                                                        Speaker: Louise BITI, Director, Strategy Steps and        Speaker: Denis BARLIN, Director
                                                                 Financial Planning Association Board                      SBN Lawyers Pty Ltd
                                                                 Director                                                  • Interaction of the Bankruptcy Act and
                                                                 • Determining estate planning objectives                    the superannuation regime;
                                                                    for families and business continuity                   • Recovery of superannuation
                                                                 • Funding the hand-over: the options and
                                                                                                                             contributions;
                                                                    issues they raise
                                                                 • Protecting businesses with life                         • Estate planning considerations and
                                                                    insurance                                                superannuation;
                                                                 • Issues for determining insurance                        • the payment of death benefits –
                                                                    structure: from achieving objectives to                  restrictions and taxation implications; and
                                                                    tax implications                                       • superannuation proceeds trusts.
                                                                 • Matching buy/sell agreements to the
                                                                    insurance ownership structure                 12.55–1.00pm        Questions & Close


                                                        Audience
                                                        • Solicitors in General Practice • Banking & Finance lawyers • Wills and Estates Lawyers
                                                        • Taxations Law specialists • Family Law practitioners • Insolvency specialists • Bankruptcy specialists
                                                        Objective
                                                        This seminar will aim to provide practitioners with skills in advising clients in this growing area of practice.
                                                        Speakers who have practised extensively in this field will provide comment on key topical issues.
                                    ✄




                                                                            For more information visit our website: www.cle.unsw.edu.au                               25
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  Asset Protection and Estate Planning                                                         Thursday 4 March



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                                                           Grace Hotel, 77 York Street, Sydney
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NSW 2052.                                               Website: www.cle.unsw.edu.au

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