Join Ed Skilton, as he explores the issues that can arise with Powers of Attorney:
Suggested limitations, conditions and instructions – why they matter and where to document them
Considerations specific to superannuation and trusts
Conflict transactions and disputes regarding:
- transactions benefitting the nominated attorney (recipient of the power)
- gifts
- maintenance of dependants
Consequences of the attorney (recipient of the power) disposing of assets of the principal (donor of the power) which were to be gifted by the principal’s Will
Who should watch
Financial planners, tax agents, accountants, family offices, executors, and others interested in wills and estates and succession planning.
Level of expertise
This webinar is for persons with some knowledge or interest in wills & estates and succession planning.
Presenter
Edward Skilton
Principal Lawyer
Edward is a Principal Lawyer in the business law area, with a particular focus on equity, trusts and succession.
The focus of his dispute practice is on protecting vulnerable beneficiaries and others negatively affected by the decisions of the incumbent controllers of estates and trusts.
Edward also advises in relation to the payment of superannuation death benefits including disputes regarding eligible recipients, trustee decisions and validity of documents.
On the planning side, Edward prepares complex estate plans and is particularly interested in assisting the owners of private business groups transfer the business to the next generation, as distinct from a sale to third parties.
Edward regularly presents to clients and professional groups on topics relating to estate and business succession planning, administration and related disputes. Recent topics include trust splitting and variations, buy-sell agreements and testamentary capacity.
View Edward’s full profile here