Estate Planning Challenges and Conflicts 2017

Topics

• International Estates and Assets in Estate Planning
  • Pitfalls when recommending trusts to `foreign families`
  • Dealing appropriately with the foreign element of the client
• Integrating Superannuation into Estate Planning
  • Terms of superannuation trust deed
  • Identifying beneficiaries and receiving superannuation tax effectively
  • Death benefit nominations
  • Reversionary pensions
  • Who controls the trustee
• Wealth Governance and Compliance Obligations for Trustees
  • Compliance through sound wealth governance processes
  • Trustee Act and Superannuation Industry (Supervision) Act obligations
  • Responding to beneficiary enquiries: silence is no longer a strategy
• Wealth Governance and Compliance Obligations for Trustees
  • Compliance through sound wealth governance processes
  • Trustee Act and Superannuation Industry (Supervision) Act obligations
  • Responding to beneficiary enquiries: silence is no longer a strategy
• Child vs Step-Child and De-Facto Relationships vs Partners:Changing Definitions
  • When the relationship of the stepchild comes to an end
  • Identifying who is a child and who is a stepchild
  • Recent cases to consider
  • Utilising appropriate definitions in estate planning documents
• Managing Family Conflict in Estate Planning
  • Is it possible to exclude an adult child from a will?
  • Warning signs at the point of instructions
  • Disputes that can arise in relation to superannuation death benefits
  • How do the notional estate provisions impact creative estate planning?
• Conflicts of Interest in Managing a Trust
  • Fiduciary duties
  • The role of an appointee in a trust
  • Case study: Mercanti v Mercanti