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2020 WA Estate & Succession Planning Intensive

Tuesday, 25 February 2020 - 9:00 AM to
Wednesday, 26 February 2020 - 12:00 PM
Perth, WA Australia
Event Coordinator: ZoeWender@taxinstitute.com.au
     

Registration Time: 08:30:00 AM

Member Price:

Non Member Price:

CPD hours:9.75

The 2020 Estate & Succession Planning Intensive returns for its second year, tackling the important tax issues facing practitioners in this sector.

Given Australia’s ageing population and with the largest intergenerational transfer of wealth
still to come, there’s never been a more important time for your clients to obtain advice in
relation to their estate and succession planning.


This one-and-a-half-day program will provide delegates with an in-depth understanding of
the key issues facing legal and accounting practitioners when advising on estate and
succession planning. The program will also aid those practitioners who accept roles as
executors of their client’s estates.

Topics

Succession Planning Challenges for Family Owned Businesses

Business Succession Planning – Family Court Disruption

Passing Control of Family Business – Commercial & Tax Considerations

Tax Issues for International Families

Special Purpose Trusts for Estate Planning

Business Buy Sell Agreements

Succession Planning for Family Businesses

Family Business and Remuneration