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  Miscellaneous 2003

The Phar Lap of Estate Planning seminar

Source: Western Australia

Published Date: 2 May 2003

 

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This seminar paper looks at some of the more interesting and difficult issues of estate planning, ie. getting it right for wealthy and/or demanding clients. Topics discussed include:
- dealing with 'entity tax' yet having the advantages of testamentary trusts
- how the estate should work (morphing estates or bequests to trusts)
- reducing the chances of the deceased's wishes being thwarted
- impact of changes to the law, real or proposed
- integrating superannuation fund and trust assets into the plan.
Author(s)

Individual Session

The Phar Lap of Estate Planning

Author(s): Ron Doig
Materials from this session:

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Details

  • Published By: Ron Doig
  • Published On:2 May 2003
  • Took place at:Ascot Race Course, Perth

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Miscellaneous 2003

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