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  Miscellaneous 2010

Estate planning for melded and blended families

Source: Victoria

Published Date: 5 Mar 2010

 

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This paper covers:
  • advisers' role in the estate planning process
  • planning for re-marriage and divorce
  • executor and trustee selection
  • planning for potential claims against an estate
  • instruments we use - the will, letters of wishes, testamentary trusts, life insurance and binding financial agreements
  • case study examples.
Author(s)

Individual Session

Estate planning for melded and blended families

Author(s): Jane Blake , Sean Mcmahon
Materials from this session:

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Details

  • Published By: Jane Blake, Sean Mcmahon
  • Published On:5 Mar 2010
  • Took place at:Melbourne Convention & Exhibition Centre

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Miscellaneous 2010

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