Miscellaneous 2009

Aspects of estate planning for tax practitioners

Source: TAS

Published Date: 17 Oct 2009

 

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This paper covers a number of current estate planning topics of interest to tax practitioners, including:

  • trust distributions and risks for tax practitioners
  • the nature of testamentary trusts - and why they are not all the same - risks for tax practitioners
  • the value of having appointors in testamentary discretionary trusts
  • the risk for tax practitioners in holding down a formal (non advisory) role in clients' trusts.
Author(s)

Details

  • Published By: Peter Worrall
  • Published On:17 Oct 2009
  • Took place at:Tamar Valley Resort, Tasmania

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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.

The Tax Institute
(ABN 45 008 392 372 (PRV14016))

("TTI")

The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009. 

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