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: Allan Swan


Allan Swan works with private clients and their accounting, financial advisors and legal practitioners relating to the legal aspects of Preventative Law. Allan also provides practitioner training and speaking services, is an instructor for the Leo Cussen Centre for Law, the Law Institute of Victoria and other professional bodies and is also a director of the Law Institute of Victoria. Allan has 3 specialist accreditations, namely as a Chartered Tax Advisor, Trust and Estate Practitioner, and an Accredited SMSF Specialist TM. Allan holds degrees in Law and Economics and a Graduate Diploma in Financial Services.
19/03/2019 11:00 AM - 19/03/2019 12:30 PM
Online, Australia

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