Miscellaneous 2009

Estate planning for melded and blended families

Source: QLD

Published Date: 24 Aug 2009

 

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This paper covers:

  • what is a blended family
  • advising blended families
  • gathering information
  • estate v non-estate assets
  • effect of changes in relationship status on a client's estate plan
  • de facto relationships
  • family provision applications
  • testamentary trusts
  • binding financial agreements
  • superannuation
  • capital protected trusts
  • control of family trusts for blended families
  • executor and trustee selection
  • powers of attorney
  • life insurance
  • memorandum of wishes
  • case study.

Individual Session

Estate planning for melded and blended families

Author(s): Jane Blake , Sean Mcmahon

Details

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 2009

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