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SEMINAR | Philanthropy in Estate Planning

  • Brown Wright Stein Lawyers Level 6, 179 Elizabeth Street SYDNEY Australia (map)
 

ABOUT THE seminar

We invite you to join Partner Rachel Vijayaraj for our seminar, Philanthropy in Estate Planning.

With substantial wealth accumulating across generations, many individuals are looking for ways to give back - both during their lifetime and through estate planning. In this session, Rachel will offer legal and tax insights to help accountants and financial planners guide their clients in structuring charitable giving effectively.

Key topics will include:

  • Tax considerations of outright charitable gifts

  • Setting up charitable trusts in wills

  • Private Ancillary Funds (PAFs) and inter-vivos charitable trusts

  • Avoiding estate litigation in philanthropic planning

  • Governance and compliance considerations

This seminar will be held in-person only. Register now to secure your place.

SpeakerS

Rachel Vijayaraj

Earlier Event: February 12
Tax Training Sessions 2025