This session will examine the common issues that present when controllers of trusts lose capacity.

This presentation will cover issues that arise when adult children challenge a Will

Join Ed Skilton, as he explores the issues that can arise with Powers of Attorney.

If you are concerned about what might go wrong with your estate plan, or if you don’t have a plan and need help getting started, this seminar is for you.

The value of wealth transfers in Australia more than doubled between 2002 and 2018 according to the Productivity Commission and it is estimated to continue to increase significantly in the next decade.

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 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.

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.