Estate Planning: Sealing the Cracks Masterclass

Available by webinar only (recording to be available)

Estate Planning Sealing the Cracks Masterclass
2 CPD Units in Professional Skills

Presenter: Allan Swan - Estate Planning Equation - Preventative Law
Date: Wednesday,15 March 2023
Time:10:00am - 12:00pm
Format: Webinar only

Too often, an individual’s estate planning can be incomplete & does not reflect the objectives & circumstances of the estate planner.  Cracks that ought to be filled, but too often are left to chance include:

Family trusts
Unexpected provisions in trust deed, eg early vesting of trust
Interplay between trust deed & Wills
Succession of appointors & of directors or trustees

Tools to Fill the Gap
Adjustment clauses in Wills
Amendment of trust deed re control
Co-administration agreements
Forward distribution resolutions
Case Study 1

Control of entitlements in industry & retail funds post death
Control of SMSFs post death
Cascading binding death benefit nominations
Case Study 2

Further Potential Gaps
Family law claims on intended beneficiaries
Bankruptcy of intended beneficiaries
Life interests & capital reserved trusts
Special disability trusts
Health care card eligibility for intended beneficiaries

Challenge risk – asset protection strategies
Domestic partner ownership
Use of home equity trusts – avoiding triggering CGT events & dutiable transactions
Use of capital reserved trusts
NSW v rest of Australia
Case Study 3
About the Presenter:
Allan Swan works with private clients and their accountants, financial advisors and legal practitioners relating to the legal aspects of the following areas of Preventative Law, namely:
Asset Protection
Deceased Estate Taxation
Dispute Prevention
Estate Planning
Preventative Law Strategy
Special Disability & Protective Trusts
Tax Considerations
Testamentary & Family Trusts
Allan also provides practitioner training and speaking services in the above areas, is an adjunct lecturer in the College of Law’s applied law master’s program, an instructor for the Leo Cussen Centre for Law, the Law Institute of Victoria, CPA Australia and other professional bodies. Allan is accredited as a STEP Trust and Estate Practitioner.
Allan holds degrees in Law and Economics and a Graduate Diploma in Financial Services.

Registration fees: 

Members admitted more than 3 years: $150
Members admitted less than 3 years: $120
Non-Members: $230
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15/03/2023 10:00 AM - 12:00 PM
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