Contact us

Allan Swan

Karen Ho

Naomi Swan
Law Clerk


Estate Planning Equation Preventative Law

Level 13, 200 Queen St,
Melbourne Vic 3000
+613 8600 6906


Training Services

Presentation Topics

Via Estate Planning EQUATION, Allan Swan has a series of presentation topics for both conferences and seminars/workshops that mirror their areas of legal practice.  Details of the topics are set out below.

For Conferences and Webinars For Seminars & Workshops
Blended Families

Australian Estate Planning Chapter


Business Real Property & 2nd Generation SMSFs
Decision Making Capacity – Medical, Financial & Legal Implications Estate Planning – Current Case Studies
Extracting Wealth from Super Pre & Post Death Estate Planning Masterclass
Family Trust Control Changes Estate Planning - The A-Z
Life Interests & Changing Accommodation Needs Estate Planning Masterclass
Loans & Gifts – Parent to (or from) Child Estate Planning – The A-Z
Reversionary Pensions v Life Interests Preventative Estate Planning
SMSFs – Tracking from Age 50 to Age 80 SMSFs – The A-Z
SMSF Cascading & Asset Specific Binding Death Benefit Nominations Special Disability Trusts (pro bono community seminar)
Tax Benefits for Testamentary Trusts Testamentary Trusts – Drafting the 6 Major Types
Tax & Business Structures Overview Trusts – The A-Z
Tax & Choice of Investment Ownership Vulnerable Adult Family Members (pro bono community seminar)


For further information regarding the content of the above topics or to book Allan Swan to present any of the topics, please contact Estate Planning Equation via allan.swan@epeq.com.au, on +613 8600 6906 or at 13/200 Queen St, Melbourne.