2 CPD Units in Professional Skills 

Presenter:  Allan Swan - Estate Planning Equation – Preventative Law

This session will cover the following:

• Types of Australian trusts
• Reasons for family trusts
• Establishing & funding family trusts
• Separation of trading & non-trading assets
• Bankruptcy protection + family law
• Modified family trusts, eg capital reserved
• Defining class of potential beneficiaries
• Professional practice income restrictions
• Section 100A reimbursement arrangements
• Trust capital – specific entitlement v present entitlement
• Amending trust terms
• In perpetuity trusts & non-SA real estate
• Winding up family trusts
• Adjusting for ongoing family trusts in Wills
• Reasons & options for other personal trusts