A leading structuring and estate planning lawyer with a wealth of knowledge to share with others.

Training and Presentations

““If you can’t explain it to a six year old, you don’t understand it yourself.” – Albert Einstein

Nathan is a regular presenter for practitioner discussion groups and professional education providers all around Australia in his areas of specialisation and expertise.

Regular topics he has been asked to present on include:

Estate planning

  1. Estate and Succession Planning 1 – The essentials
  2. Estate and Succession Planning 2 – Advanced topics
  3. Estate and Succession Planning 3 – Blended families
  4. Estate and Succession Planning 4 – Preventative planning
  5. Estate and Succession Planning 5 – Drafting testamentary trusts
  6. Estate and Succession Planning 6 – Taxation issues

Self-managed superannuation funds

  1. Self-Managed Superannuation Funds 1 – The essentials
  2. Self-Managed Superannuation Funds 2 – Business real property
  3. Self-Managed Superannuation Funds 3 – Borrowing in SMSFs
  4. Self-Managed Superannuation Funds 4 – In-house assets, unrelated trusts, ungeared trusts and pre-1999 trusts
  5. Self-Managed Superannuation Funds 5 – Estate and succession planning and powers of attorney
  6. Self-Managed Superannuation Funds 6 – Second generation planning

Family discretionary trusts

  1. Family Discretionary Trusts 1 – The essentials
  2. Family Discretionary Trusts 2 – Amendments and resettlement issues
  3. Family Discretionary Trusts 3 – Taxation of trusts
  4. Family Discretionary Trusts 4 – Estate and succession planning
  5. Family Discretionary Trusts 5 – Second generation planning

Structuring issues

  1. Excepted Proceeds Trusts
  2. Structuring and Estate Planning for vulnerable beneficiaries – Protective and special disability trust options
  3. Structuring Businesses and Investments
  4. Defending the Citadel – Ownership of Family Home
  5. Parent to Child Loans

Dispute Resolution

  1. Family provision – the essentials
  2. Family trust control and benefit – the essentials
  3. Death benefit disputes
  4. Tax-effective resolution of wealth disputes and family provision claims

If you wish to have Nathan present at your organisation, please contact us to enquire.

Nathan Yii is also an adjunct lecturer at the College of Law in the Estate Planning specialisation of the Masters of Laws program.