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Events Calendar | Estate Planning - The A - Z (November 2012)

Calendar of Leo Events

Estate Planning - The A - Z (November 2012)

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Topics Covered

  • Ownership - 4 key types
  • Key planning issues
  • Superannuation death benefits
  • Drafting exercise - binding death benefit nomination
  • Estate planning and existing family/hybrid trusts
  • Key attributes for wills and testamentary trusts
  • Drafting exercise - beneficiary controlled testamentary trust
  • Vunerable beneficiaries
  • Means tested pension eligibility - operation of deeming rules
  • Income tax concessions
  • Capital gains tax
  • Enduring powers of attorney
  • Philianthropic or charitable trusts
  • Executors' responsibilities
  • Insurance death benefits trusts
  • After the event estate planning
Designed for: Legal practitioners
Presented by:

Allan Swan, SMSF Specialist Advisor - SPAA, Trusts and Estates Practitioner - STEP, Principal Moores Legal

Time: 9:30 AM - 4:30 PM
Catering: Includes morning tea, lunch and afternoon tea
Total CPD Units: 5.5
Venue: Leo Cussen Centre for Law, 360 Little Bourke Street, Melbourne
Code:  W12035

Full Price (W12035) $320.00 (inc. GST)

Bookings for this event have closed 1 hour before the start time

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