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  Miscellaneous 2003

The Estate Planning Process - Timeline

Source: New South Wales

Published Date: 22 Oct 2003

 
Topics briefly covered in this powerpoint presentation include:
- Drafting a tax effective Will
- Identification of assets, liabilities and beneficiaries
- Enduring powers of attorney, guardship and advance medical
- 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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  • Published By: Richard Neal
  • Published On:22 Oct 2003
  • Took place at:The Menzies Hotel, Sydney

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