Testamentary trusts have been a popular estate planning tool for many years and their benefit in providing excepted trust income is widely understood. With more of these trusts coming into operation every year, we are seeing a number of issues arise, including:
Do testamentary trusts really give family law protection?
ATO’s view on taxation of income.
Rollovers and exemptions on transfers of assets out of a deceased estate.
Impact of non-resident beneficiaries.
Impact of non-resident trustees.
One major benefit of testamentary trusts which most people overlook
Different types of testamentary trusts.
Alternatives to testamentary trusts.
Who should watch
Financial planners, tax agents, accountants, family offices, executors, and others interested in estate planning and testamentary trusts.
Level of expertise
This webinar is for persons with some experience or interest in estate planning.
COST: $99.00
If you register more than one attendee, discounts apply:
2 attendees - $190 (normally $198, saving $8)
3 Attendees - $275 (normally $297, saving $22)
4 attendees - $355 (normally $396, saving $41)
5 attendees - $400 (normally $495, saving $95)
Once you have registered you will be sent a receipt and then soon after a personalised link to access this webinar via zoom.
You can register up to 5 individual attendees, each person will be sent a personalised link to join. You will be unable to share your link to the live webinar. The event will be recorded and emailed to all registered attendees the day after the event.
Presenters
Bernie O’Sullivan
Principal
Chartered Tax Advisor
One of Australia’s leading estate planning lawyers, Bernie has over 40 years’ experience advising individuals, family groups and businesses on all aspects of estate and business succession.
Often acting as advisor to prominent families, Bernie’s knowledge of family trusts, superannuation and estate and elder law enables him to provide clear, practical solutions for clients with complex family and asset structures. He is often asked to provide a second opinion on existing succession plans.
Bernie’s background with trustee companies and large law firms saw him commence his own law firm in 2011 which quickly gained a reputation as a pre-eminent estate planning firm before merging into Sladen Legal in 2019.
Bernie is lead author of Estate and Business Succession Planning, widely regarded as Australia’s leading text on succession planning, now in its 8th edition. He is a sought-after public speaker by many professional and educational bodies.
View Bernie’s full profile here
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