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  Miscellaneous 2003

The Estate Planning Process - Timeline seminar

Source: Victoria

Published Date: 28 Oct 2003

 

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This seminar paper covers the following issues:
- drafting a tax effective will
- identification of assets, liabilities and beneficiaries
- enduring powers of attorney, guardianship and advance medical directives
- applying for probate
- when and how to use testamentary trusts effectively
- executor's duties and liabilities
- procedure for administration of estates
- date of death tax return for the deceased and tax returns for the estate
- implications for executor and beneficiaries.
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Details

  • Published By: Michael Flynn
  • Published On:28 Oct 2003
  • Took place at:Hawthorn Receptions, Hawthorn

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.

Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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Miscellaneous 2003

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