Thursday, 19 March 2026
Early Bird Discount ends 19 Dec 2025
Key Tax Issues for Estates and Succession Planning
- Tax issues for the Estate
- Succession planning and tax issues
- An example, can an Estate be a beneficiary of a family trust?
Presented by Ken Schurgott, Director – Solicitor, Schurgott & Co Lawyers
Description
Attend and earn 0.5 CPD unit in Substantive Law
This program is based on NSW legislation
Chair
Geoffry Underwood, Barrister, Sixth Floor Selborne Wentworth Chambers
Presenters
Geoffry Underwood, Barrister, Sixth Floor Selborne Wentworth ChambersGeoffry Underwood is a barrister practising from Sixth Floor, Selborne Wentworth Chambers, 174 Phillip Street Sydney. He practises principally in the area of Equity, Estate and Family Provision advising and litigation. He has been involved in Estate Litigation on a regular basis for over 20 years. He has many interests outside the law including family, travel, golf and classical music.
Ken Schurgott, Director – Solicitor, Schurgott & Co Lawyers
Ken Schurgott is a Solicitor - Director of Schurgott & Co Lawyers specialising in taxation matters (including State Taxes, stamp duty, payroll tax and land tax) and with extensive experience in business structuring, business sales and acquisitions, asset protection, succession planning and trust and estate law. Ken is very experienced in tax dispute matters, negotiations for settlements, mediations and conciliations and litigation. He regularly appears before the AAT and NCAT and instructs counsel in matters before the Courts. Ken has been heavily involved in consultations with the ATO and Treasury on matters involving trusts. Ken was a member of the Board of Taxation Working Group on 2011 Report on the Taxation of Collective Investment Vehicles which led to the introduction of the AMIT regime. He was National President of The Tax Institute in 2012.
