2006

Planning the estate plan

Source: New South Wales

Published Date: 12 Apr 2006

 
Practitioners are increasingly called on to advise clients on an array of issues which arise when mortality comes into focus. Planning for the great certaintly in life - death - requires special skills in many areas and usually the co-operation of a number of professions. This seminar covers tricks and traps of establishing succession plans, the formalisation of the plan and its administration, legal issues which affect it and the growing importance of superannuation as a succession asset.

Planning for death

Author(s): Richard Neal
Materials from this session:

Superannuated beneficiaries

Author(s): Graeme Colley

Details

  • Published On:12 Apr 2006
  • Took place at:Tattersalls Club, 181 Elizabeth Street, Sydney

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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2006

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