CPD Webinar - Estate Planning Part 2 - Testamentary Trusts, Superannuation & Taxation

1 CPD Unit – Substantive Law

Estate and succession planning in the 21st century is increasingly complex, and it can be challenging for practitioners to keep up to date as legal frameworks change over time in Trust, Superannuation, and Tax law.

This practical webinar, led by Accredited Specialist in Wills and Estates, Greg Russo, provides a deep dive into some of the more complex issues that estate planners face when advising their clients, and will cover:

• What to consider when deciding to recommend a testamentary trust in an estate plan;
• The tax benefits (and limitations) of using testamentary trusts;
• The asset protection benefits (and limitations) of using testamentary trusts;
• How to promote certainty of outcome when dealing with superannuation in an estate plan; and
• Taxation issues specific to testamentary trusts and superannuation.

The focus of this webinar is on the practicalities of service delivery. Throughout the webinar, Greg will provide sample planning documentation and explore some common planning traps and tips through illustrative case studies.

This webinar follows on from Greg’s popular webinar “The Nuts and Bolts of Modern Estate Planning” recently presented through Law Central.

This not to be missed webinar is suitable for professional advisers, accountants, and lawyers, and is pitched at an intermediate level, with a focus on practical service delivery in the areas of Testamentary Trusts, Superannuation, and Taxation.

Continuing Professional Development

Legal CPD:

WA legal practitioners (QA Provider ID 29250)

1 CPD Unit, CPD Obligation Field 4 – Substantive Law. To ensure you receive your CPD Units for this event, please provide us with your Legal Practice Board Practitioner ID during registration. Note: CPD Units are only available for participation in the live webinar. At this time, webinar recordings (for those that are registered but unable to attend) are not eligible for WA Legal CPD Units.

Legal practitioners outside of WA

If you consider that this webinar satisfies your individual requirement, or is relevant to your immediate or long-term professional development needs, you may claim 0.5 CPD Units for every 30 minutes of attendance and participation.

Accounting CPD:

1 CPD Point

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Presenter: Greg Russo
Accredited Specialist - Wills and Estates, Greg Russo Law

Greg Russo has almost 30 years’ experience in succession planning, administration and litigation and is one of Victoria’s most experienced and respected succession law solicitors.

With a background in pure mathematics, Greg not only understands the implications of planning decisions on future taxation, SMSF, trust and estate administration, he is also able to break down complex concepts and structures logically and explain options to clients in a way that empowers them to take positive action and ownership for their decisions.

Using the knowledge and insights that he has acquired over three decades, he crafts unique solutions to complex succession problems.

Greg teaches both mathematics and law, regularly presents CPD succession events to solicitors, accountants and other professionals in Victoria, Queensland, and online.

He has also presented professional development events for health professionals in both Cambodia and Vietnam.

Greg is an LIV Wills & Estates Accredited Specialist, a chairperson of the LIV Specialist Accreditation Education Advisory Committee, a committee member of the LIV Accredited Specialisation Board, a board member of the Mount Eliza Community Bank, a member of STEP, and is recognised in Doyle’s Guide, in Victoria, as a Leading Wills and Estates Litigation Lawyer and a Leading Wills, Estates and Succession Planning Lawyer.