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.