Estate Planning Essentials 2025: Distributions & Disability Trusts

Who gets the money? Explore various asset distribution strategies, and whether disability trusts could be beneficial for your client.

In this session, we cover:

• Asset distribution strategies

  • Superannuation

  • Property & main residence exemption

  • Shares & other investments

  • Business interests: Small business CGT concessions

• Disability trusts & special disability trusts

  • Vulnerable beneficiaries (disabilities, addictions, inability to manage finances)

  • Standard disability & protective trusts

  • Testamentary trusts vs Special disability trusts

• Tips and traps

Date recorded: 14 October 2025