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 Recorded Webinar: Shareholder Agreements in Wealthy Families – An Estate Planning Perspective

Date: Thursday 7th October 2021
Duration: Approximately 1 Hour


The estate plan is in place and one more piece of the puzzle is required - a shareholder agreement. This session looks at these with a practical focus. It includes:

  • Shareholder agreements and estate planning – an overview
  • Nature of shareholder agreements and difference from buy-sell agreements
  • Adapting agreement for other business vehicles
  • Key inclusions in shareholder agreements:
  • board appointment
  • employing family members
  • shareholder powers
  • dispute resolution
  • allotment and transfer of shares
  • termination
  • Structuring the shareholders agreement to meet estate planning goals
  • Shareholder agreement’s role in tax effectiveness
  • Case study – when the estate plan is at odds with the shareholders agreement
Recorded Webinars,Estate planning,Recorded Webinar: Shareholder Agreements in Wealthy Families – An Estate Planning Perspective Daniel Smedley, Principal, Sladen Legal, Melbourne

Daniel Smedley, CTA, enjoys solving complex taxation and trust law issues for private enterprise clients. He is also a trusted confidant in planning the succession of his client’s personal and business affairs.

Daniel is a Chartered Tax Advisor with The Tax Institute, accredited as a specialist in Taxation Law with the Law Institute of Victoria, and the principal author of the Trust Structures Guide, recognised by The Tax Institute as "the leading resource for anyone advising on trusts, structuring and planning issues".

As published in the Australian Financial Review, in 2021 Daniel was named as the “Lawyer of the Year” in Tax Law in Melbourne by Best Lawyers®. Lawyer of the Year is awarded to the lawyer with the highest overall peer feedback for a specific practice area and geographic region. This is the fifth consecutive year that Daniel has been listed in the publication in the field of Tax Law.  Daniel has also been recognised in Doyles Guide as a recommended tax lawyer since 2016.

Daniel is a regular presenter at state and national industry conventions, conferences and workshops.


This webinar is suitable for lawyers throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.


Lawyers can claim up to 1 CPD unit/point – substantive law.  This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

WA lawyers – From April 1st 2021, due to the new requirements we are unable to verify your completion of recorded webinars to the Legal Practice Board of WA.

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

© Television Education Network Pty Ltd 2021

Product Code: WBEOCT21
 Price:  $269.50 (Inclusive of GST)
© 2021 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.