Estate Planning Challenges: Super, Children and Business 2017

Estate Planning Challenges: Super, Children and Business 2017 is a conference dedicated to Estate Planning Challenges: Super, Children and Business.

Topics

• Definition of a Child and Stepchild in Estate Planning
  • When the relationship of the stepchild comes to an end
  • Identifying who is a child and who is a stepchild
  • Utilising appropriate definitions in estate planning documents
• !Superannuation Changes and How they Affect Estate Planning
  • Binding death benefit nomination issues
  • Impact of the transfer balance cap on death benefits
  • Increasing use of superannuation proceeds trust
  • Using child pensions
• Dealing with the Person and the Business
  • Passing control of trusts and companies
  • Balancing business needs vs beneficiary wants
  • Building sufficient asset protection and tax planning into the estate plan
  • Dealing with loan accounts and unpaid present entitlements
• Gifting and Loan Transactions Between Parents and Children and Estate Planning
  • Types of transactions that are undertaken
  • Instances where families engage in gifting and loan transactions
  • A practical case study bringing together the principles discussed
  • Potential challenges to these transactions
• The Foreign Element of Your Client
  • Identifying foreign assets and entities
  • Questions to ask clients to identify foreign jurisdictional issues
  • Consequences for testators owning overseas assets and beneficiaries receiving them
  • Jurisdictional considerations