2010

Estate and Succession Planning Intensive

Source: Western Australia

Published Date: 1 Nov 2010

 
Given the significant wealth transfer that we are experiencing in Australia, and will continue to experience on an increasing basis into the future, clients are becoming extremely conscious with providing adequate financial resources for their families. Succession planning is now very much entrenched as a daily aspect of the practice of many accountants, lawyers and financial planners.

This event was designed to de-mystify some of the common issues arising in a succession planning environment, including providing practical, real life workshop examples, designed to provide user friendly assistance to accountants, lawyers and financial planners dealing with succession planning issues.

Vital issues -Testamentary trusts

Author(s): Arlene Macdonald CTA-Life

Kennon v Spry

Author(s): William Sloan

Claims against the estate

Author(s): Craig Mckie CTA
Materials from this session:

Superannuation and estate planning

Author(s): Jemma Sanderson CTA

Details

  • Published On:1 Nov 2010
  • Took place at:City West Receptions, West Perth

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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