Filtering by: Estate Planning
All Things Being Equal in the Estate Plan – Then There’s the Tax
Apr
14
1:00 pm13:00

All Things Being Equal in the Estate Plan – Then There’s the Tax

An estate plan often sets out to treat the beneficiaries on equal terms. However, it may not be until the estate is being administered that tax rears its head in some form so that one beneficiary’s share is diminished by the potential tax consequences attached to a certain asset, including superannuation.

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Use of Shareholder Agreements in Succession Planning
Sept
14
1:00 pm13:00

Use of Shareholder Agreements in Succession Planning

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.

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