CPN Road Show 2018
Succession & Estate Planning

Estate Planning is about retaining and passing on wealth from generation to generation, while ensuring family unity, individual growth and a sense of contribution. The preparation and maintenance of an estate plan is an effective way to ensure that your client’s estate is passed onto their chosen beneficiaries, with certainty and in the most financially efficient and tax effective way.

Succession Planning plays a critical role in estate planning, as it guides the direction of the individual or family and can help prompt sometimes hard conversations in relation to what comes next. Given that the succession and estate planning process can take anywhere from six months to five or more years, it is vital that your clients start to address these areas as soon as possible.

David Foulds and Andrew Gray are Succession & Estate Planning specialists. They will guide you through the different stages that a business owner goes through when contemplating the future of their business, and the structures that may be helpful in ensuring that the family grow and develop from the succession process. David and Andrew will also address how good estate planning can support business or wealth succession plans and vice-versa.

Key takeaways:

- Business management succession

- Estate planning process

- Impact of holding wealth in trusts

- Superannuation in estate planning under new laws

- Grow or sell the family business

- Distribution or retention of family wealth

- Thinking as an owner versus thinking as a manager

- Process and structures to facilitate “owner “ thinking

- Opportunities for the next generation.

Your Road Show Hosts:

• Andrew Yeo, Partner, Business Recovery & Insolvency Services
• David Foulds, Director, Estate Planning
• Andrew Gray, Director, Estate Planning

Event details:

Novotel Geelong

Friday, 9 March 2018

10-14 Eastern Beach, Geelong

Time: Registration at 7.30am for 7.45am start - 9:00am
CPD: Delegates are entitled to 1 CPD per hour
Cost: CPN member $40 | Non members $60
RSVP: By COB Tuesday, 6 March 2018.

Breakfast will be provided.
Please advise any dietary requirements when registering.