Miscellaneous 2006

Critical issues in estate planning

Source: Western Australia

Published Date: 25 Aug 2006

 

This presentation focusses on the critical issues to consider when analysing an estate plan for your clients, including:

  • everything you need to know about testamentary trusts:
    • how they are utilised
    • their income tax, stamp duty and land tax implications
    • family law considerations
  • reviewing the trust deed of a discretionary trust in five minutes
  • how best to deal with superannuation death benefits
  • the major issues regarding Enduring Powers of Attorney.

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Details

  • Published By: Daniel Fry
  • Published On:25 Aug 2006
  • Took place at:Abbey Beach Resort, Busselton

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 2006

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