Level: Essential
CLE Units: 2
Important information about video podcasts
CLE video podcasts allow practitioners to listen and watch CLEs online. Follow the instructions below to purchase a video podcast. IMMEDIATELY after your purchase online, the podcast is transferred into your personal My CLE Library, available to view on your computer at your convenience. To find your My CLE Library, look for the orange icon in the Law Society SHOP or click on eshop.lawsociety.com.au/myclelibrary. To read more about how to view and purchase CLE video podcasts, including computer and Internet requirements, click here. |
Speakers
Denis Barlin of Thirteenth Floor Wentworth Chambers and
Michael Bennett of Seven Wentworth Chambers
Summary
Succession planning is becoming ever more important for many Australians.
With the increasing wealth of Australians, particularly baby boomers, and the complexity of the succession issues with which practitioners now have to deal on behalf of clients, an understanding of succession issues and solutions is vital.
This video podcast covers the following:
Succession: Superannuation
- Superannuation and the Deceased’s Estate
- “Dependent” for superannuation purposes and for tax purposes
- Binding Death Benefit Nominations and fights about them
- Strategies to maximise the benefit of superannuation
- Life insurance in superannuation
- Superannuation Complaints Tribunal
- Family Law
- Testamentary Trusts
Succession: Trusts
- Issues to consider in transferring wealth and control held subject to a trust
- Cloning and splitting of trusts
- Recent Developments
- Estate Considerations of Present Entitlements
CLE requirements
If this particular video podcast is relevant to your immediate or long term needs in relation to your professional development and practice of the law, then you should claim one "unit” for each hour of viewing.
Private study of video / audio / DVD equates to 1 MCLE (CPD) unit per hour to a maximum of 5 MCLE (CPD) units.
For more information visit the Law Society website.
To purchase
To pay online with your credit card click the ADD TO CART button below and proceed to CHECK OUT. To receive the Law Society member discount make sure you are logged in with your username and password.
