Sladen Events
When Equality Meets Tax Reality in the Estate Plan
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.
Family trusts and incapacity - who is in control?
This session will examine the common issues that present when controllers of trusts lose capacity.
Wills disputes - Challenges by adult children
This presentation will cover issues that arise when adult children challenge a Will
Your digital life after death - estate planning for digital assets
As more and more people use the internet to communicate and socialise, manage their bank accounts and purchase goods and services they are creating their own digital legacy. In this Webinar Daniel Smedley will discuss digital assets and the implications on estate planning.
Powers Of Attorney - Navigating Conditions, Limitations And Conflicts Of Interest
Join Ed Skilton, as he explores the issues that can arise with Powers of Attorney.
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.
Testamentary Trusts: Practical lessons
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.
Blended Families – A Succession Planning Minefield
Succession disputes are more likely to arise in blended families. If you have clients with a blended family, they need to be aware of this risk and carefully consider issues that may arise.