Estate Planning - Sealing the Cracks

Estate Planning - Sealing the Cracks
Available by webinar only
2 CPD Units in Practice Management/Business Skills 

Presenter:  Allan Swan - 
Estate Planning Equation – Preventative Law

Estate Planning – Sealing the Cracks
“Cracks” can include family trusts, superannuation & joint tenancies

Estate Planning & Incapacity

The reality for many Australians is that they will lose their capacity to make financial decisions before they die, too often resulting in a void as personal, SMSF, family trust & business decisions need to be made.  The focus of this webinar is anticipating that possibility.

Decision making when incapacity occurs

  • Powers of attorney – financial, medical treatment & care
  • Financial administrators & guardians
  • Informal or opportunistic decision making

Financial attorneys – personal estate

  • Financial support of adult vulnerable children
  • Payment of education expenses, eg for grandchildren
  • Retention of specific assets

Financial attorneys – superannuation

  • Renewing & changing lapsing binding death benefit nominations
  • Control of SMSFs
  • Avoiding death benefits tax

Financial attorneys – proprietary companies & family trusts

  • Director v shareholder power
  • Control of family trusts
  • Trust income & capital distributions
17/10/2022 10:00 AM - 12:00 PM
Online registration not available.

Sign In


Terms and Conditions:

Cancellation and Payment Terms: Registration fee payment is required in full at the time of registration. Previously paid registrations are transferable subject to the alternate attendee being eligible to register at the same registration fee (that is a practitioner who is not a Society member is not eligible to attend in place of a member without the price differential having been paid. Any person who has registered and paid to attend an event but is subsequently unable to do so and does not wish to transfer the registration is able to apply to the Society for a refund, however such refunds (in whole or in part) will be at the discretion of the Law Society subject to the circumstances and any external costs paid by the Society which cannot be recovered by us. Where there are event specific cancellation and/or payment terms published, those terms override any conflicting terms specified here.
MCPD Units: Any MCPD Units listed are only provided as a guide and attendees must satisfy themselves about the nature and quantity of MCPD Units they can claim for the activity. Please refer to the MCPD Guidelines for details at
Privacy Statement: 
By attending this event you consent to the use, reproduction, editing and/or broadcast by the Law Society of South Australia of any and all photographs, video recordings and audio recordings of you taken by or on behalf of the Law Society of South Australia without compensation to you. All prints, video recordings and audio recordings shall constitute the property of the Law Society of South Australia solely and completely. 
In addition to administering this event, unless you advise otherwise, the personal information you provide to us may be used to inform you of  future professional development events and may be disclosed in the event delegate list available to speakers, sponsors and delegates. This information may also be used by the Society in the course of, or for the purpose of, performing its various membership and regulatory functions. Information may only be provided to third parties to achieve these goals in accordance with our Privacy Policy a copy of which is available here.
Covid-19 Restrictions & General Information: By registering for a Law Society of South Australia event, you are required to adhere to the SA Governments advice found here . Should COVID-19 restrictions change and holding an event is no longer possible, the Society will notify registrants as soon as possible and full refunds will be issued.