Join presenters Daniel Smedley and Bernie O’Sullivan in our September live webinar.
Shareholder agreements are most commonly associated with commercial arrangements amongst independent third parties. However, shareholder agreements or similar equity holder agreements can also be a useful tool for wealthy families to address their succession planning objectives.
This webinar looks at practical considerations of shareholder agreements in a succession planning context, including:
Distinguishing succession planning agreements from more traditional buy-sell agreements
Using equity participant agreements for non-corporate entities.
Considering the key provisions that should be addressed in the agreement.
Assessing the tax effectiveness of shareholder agreement arrangements.
Who should watch
Lawyers who advise in estate planning matters, Financial planners and Accountants who act for high wealth or complex family groups.
Level of expertise
This webinar is for persons with some knowledge 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)
6 attendees - $480 (normally $594, saving $114)
7 attendees - $550 (normally $693, saving $143)
8 attendees - $610 (normally $792, saving $182)
9 attendees - $680 (normally $891, saving $211)
10 attendees - $730 (normally $990, saving $260)
Free for Sladen Smart Members
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 10 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
Daniel Smedley
Daniel enjoys solving complex taxation and trust law issues for private enterprises who share his entrepreneurial spirit. He is a trusted confidant in designing and implementing robust personal and business succession plans. Daniel’s commitment to protecting and enhancing the commercial and personal interests of his clients consistently delivers great outcomes.
He is a regular presenter at state and national industry conventions, conferences and workshops.
Bernie O’Sullivan
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.