Asset Protection, Estate Planning

11 September 2024 | Controlling a family trust when you die | By Andrew Andreyev of Andreyev Lawyers

A lot of wealth is held in family trusts, and most people do not know how to effectively control where ... Show more

Instructors

Henry Kwok Teddy Kosasih

144 Students enrolled

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In Person at CPA NSW Office or Online via Zoom

We encourage our members to attend this meeting in person, a light refreshment will be provided for in person attendance. Please refer to your newsletter for the in-person registration process.

TOPIC: Controlling a family trust when you die

A lot of wealth is held in family trusts, and most people do not know how to effectively control where these assets go on their death (or incapacity). There are strategies people can adopt to ensure that the assets and income within a trust pass to their intended beneficiaries, without triggering significant tax liabilities.

Speaker: Andrew Andreyev | Principal | Andreyev Lawyers

Andrew holds Bachelor degrees in Commerce and Law from Adelaide University, as well as a Masters of Law (in Taxation and International Law) from Melbourne University. He is admitted to practice law in Australia and the United Kingdom and is admitted as a Notary Public in the Supreme Court of South Australia.

Andrew is a Chartered Tax Adviser with the Taxation Institute of Australia (TIA), a Fellow (and a founding member of the Adelaide Chapter) of the Society of Trust & Estate Practitioners (STEP), and a member of the Law Societies of NSW and SA. Andrew regularly writes and presents on issues facing entrepreneurs, their businesses and their families.

Continuing Professional Development Point (CPD Point)

This event will account for up to a maximum of 1.5 CPD Points per session.
A completion certificate will be issued via LMS after the event for attendees who check in with our staff and who have attended the session for more than thirty-five (35) minutes. We are unable to issue a certificate unless we have a record of your attendance.
Attendance records will be provided to CPA Australia, however, it is up to you to update your own CPD records/CPD Diary. We cannot update the same for you.
You may wish to update your profile with us to include your CPA Membership number which we will report to CPA Australia accordingly.
You should only claim for the attended hours only.

Attend via Zoom Webinar

Our webinar will be provided via Zoom’s online Webinar platform in addition to the face-to-face meeting.
You can listen to the webinar either via internet audio or phone dial-in. If you dial in via phone, please email us your details and phone number for attendance records.
Zoom Webinars can be accessed on various platforms, including mobiles, tablets or laptops, etc. However, we will not be responsible for any costs incurred, such as internet charges in this regard.
You can directly access the Zoom Webinar via our LMS, but we recommend the use of Zoom applications for a better user experience, please ensure that you only install/download the Zoom software from Zoom’s website/iOS App Store/Google App Store, DO NOT download the Zoom’s software from other sources.
You will be automatically registered with Zoom, and you should receive Zoom’s registration confirmation email with the meeting details, no further registration is required. At the time of the meeting, simply click the link provided and the link will activate any pre-installed Zoom-related software and take you directly to the Webinar.
Please note that we will never ask you for any password or personal information, please do not provide such information to anyone.
To avoid last-minute technical issues, you should check if you are ready for Zoom.
Any questions, please email us or reach us at citytaxation.com.au.
We may not be able to resolve or attend to your needs during the webinar, but we will attempt to relay any questions to the presenter as soon as practicable.