Contact us
Allan Swan
Director
allan.swan@epeq.com.au
Karen Ho
Lawyer
karen.ho@epeq.com.au
Laura Armstrong
Lawyer
laura.armstrong@epeq.com.au
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 Workshops |
| 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.