Estate Planning Essentials 2025: Family Matters & Other Complications

Figure out how to fit family trusts and SMSFs into the estate planning picture with tips and traps. Plus, learn strategies for dealing with family disputes over the estate, what to do in the event there’s a lost will, or someone has died without a will at all.

In this session, we cover:

• Estate planning, family discretionary trusts and SMSFs​​

  • Non-estate assets held in family trusts & SMSFs​​

  • How can control pass to intended successors?​

• Family disputes, lost wills & intestacy

  • Strategies to prevent family disputes​

  • What legal action to take?​

• Practical application of estate planning strategies​​

  • Case Studies on: ​

    • Estate Planning for blended families with joint property ownership​

    • Family Business Succession​

    • High net worth client with foreign beneficiary

Date recorded: 28 October 2025