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Agribusiness Estate Planning & Power of Attorney webinar series

Agribusiness Estate Planning & Power of Attorney webinar series

05/10/2022

We are delivering a two-part Agribusiness Estate Planning & Power of Attorney webinar series. Each session will focus on topics that are of particular importance when putting a strategy in place to deal with your assets, investments and farms when you pass away.

Join our experts from SW and Dawes & Vary Riordan Lawyers as we discover the legalities and different aspects of Estate Planning to ensure you have a solid background before we look at the variations, and pitfalls of creating a Will and how to avoid conflict in the family by balancing assets, in session two.

Series details

1 Estate Planning 101: Tuesday 8 November 2022

  • Overview of Wills and Power of Attorney for financial, legal, personal and medical decisions
  • How to structure business enterprises to allow a smooth succession for the next generation
  • Water/farming assets and ownership structure
  • Taxation treatment of testamentary trusts income
  • Capital Gains Tax (CGT) consequences when assets pass to beneficiaries
  • What happens to your superannuation.

2 How to avoid conflicts over your farm: Tuesday 15 November 2022

  • Challenging a Will
  • Breakdown of family relationships and divorce
  • Promissory estoppel
  • Constructive trusts
  • Balancing assets between children who are (and are not) involved in the family business
  • How to transfer land and assets to the next generation.

Series experts

Jessica Moyle
Associate 
Dawes & Vary Riordan Lawyers

Matthew Oakey
Director
SW 

Contact us

If you have any queries or would like more information, please contact the Marketing team via [email protected].

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