Estate Planning & Incapacity

Estate Planning & Incapacity
This webinar will focus on taxation aspects in relation to decision making when incapacity occurs.

The reality for many Australians is that they will lose their capacity to make financial decisions before they die, too often resulting in a void as personal, SMSF, family trust & business decisions need to be made.  The focus of this webinar is anticipating that possibility.

Decision making when incapacity occurs

  • Powers of attorney – financial, medical treatment & care
  • Financial administrators & guardians
  • Informal or opportunistic decision making

Financial attorneys – personal estate

  • Financial support of adult vulnerable children
  • Payment of education expenses, eg for grandchildren
  • Retention of specific assets

Financial attorneys – superannuation

  • Renewing & changing lapsing binding death benefit nominations
  • Control of SMSFs
  • Avoiding death benefits tax

Financial attorneys – proprietary companies & family trusts

  • Director v shareholder power
  • Control of family trusts
  • Trust income & capital distributions

CPD hours: 1.5
Price: $129 for member, $155 for non-member
Certification is provided upon completion

Presented by: Nathan Yii


Nathan Yii is an experienced structuring and estate planning lawyer and is recognised in Doyles’ Guide as a leading Wills, Estates & Succession Planning Lawyer in Victoria. He works with accountants, financial planners and other lawyers to achieve their clients’ structuring and estate planning objectives, factoring in taxation, asset protection, SMSF compliance and dispute prevention. He consults to family businesses and family offices of high net worth individuals around Australia and also acts for clients in trusts and estate dispute matters. Nathan is a regular presenter and shares his insights with financial and legal practitioners. He is Chartered Tax Advisor, an SMSF Specialist Advisor and a lecturer in the College of Law’s Master of Laws program and holds a Bachelor of Commerce (Accounting), a Bachelor of Laws (Hons) and a Master of Laws. 
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2/04/2019 11:00 AM - 2/04/2019 12:30 PM
Online, Australia

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