Estate Planning Challenges: Super, Children and Business 2017 is a conference dedicated to Estate Planning Challenges: Super, Children and Business.
Estate Planning Challenges: Super, Children and Business 2017 covers topics such as:
- Definition of a Child and Stepchild in Estate Planning
- When the relationship of the stepchild comes to an end
- Identifying who is a child and who is a stepchild
- Utilising appropriate definitions in estate planning documents
- !Superannuation Changes and How they Affect Estate Planning
- Binding death benefit nomination issues
- Impact of the transfer balance cap on death benefits
- Increasing use of superannuation proceeds trust
- Using child pensions
- Dealing with the Person and the Business
- Passing control of trusts and companies
- Balancing business needs vs beneficiary wants
- Building sufficient asset protection and tax planning into the estate plan
- Dealing with loan accounts and unpaid present entitlements
- Gifting and Loan Transactions Between Parents and Children and Estate Planning
- Types of transactions that are undertaken
- Instances where families engage in gifting and loan transactions
- A practical case study bringing together the principles discussed
- Potential challenges to these transactions
- The Foreign Element of Your Client
- Identifying foreign assets and entities
- Questions to ask clients to identify foreign jurisdictional issues
- Consequences for testators owning overseas assets and beneficiaries receiving them
- Jurisdictional considerations