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NSW 16th Annual Estate & Succession Planning Conference

Thursday, 24 October 2019 - 8:30 AM to
Thursday, 24 October 2019 - 5:30 PM
Swissotel Sydney 68 Market Street, SYDNEY, NSW Australia

Registration Time: 08:00:00 AM

Member Price: $645.00

Non Member Price: $795.00

CPD hours:7.00

Estate planning continues to be an integral part of the dynamics of family business planning and planning in general. The Tax Institute’s 16th Annual Estate & Succession Planning Conference has an outstanding line-up of speakers covering key topical and practical estate planning and succession issues impacting practitioners and their clients.

Topics Include:

  • Cross-border succession issues and estate planning
  • Estate planning in blended families and succession issues
  • Testamentary trusts and assets protection – Do they really safeguard the estate assets?
  • Tax obligations and liabilities of the Executors of a deceased estate – Is it worth being an Executor?
  • Superannuation and Estate Planning
  • How to deal with legal incapacity when confronted with disability and an increase age related illnesses.
  • One rule to rule them all – Family Governance Agreements

Speakers Include:

  • Jodylee Bartal, Gadens
  • Gerard Basha, Bartier Perry
  • Peter Bobbin, CTA, Argyle Lawyers
  • Graeme Colley, SuperConcepts
  • Anthea Kennedy, Bridges Lawyers
  • Raffael Maestri, Bartier Perry
  • James Whiley, Hall & Wilcox
  • Claire Williamson, Munro Lawyers