2014

Building blocks for estate planning

Source: New South Wales

Published Date: 5 Mar 2014

 
This event was not designed for someone who practices in this area on a full time basis and who should consider attending the full day Estate and Business Succession Planning event later in the year.

This event covered:

  • an overview of your client's estate planning
  • putting the pieces together: The role of advisers and estate planning project management
  • looking after your nest egg - Deciding on the appropriate owner of assets & use of structures part 1
  • looking after your nest egg - Deciding on the appropriate owner of assets & use of structures part 2
  • snakes and ladders - Protecting your nest egg while you are alive and after you are dead
  • passing your nest egg on death or earlier
  • where does a power of attorney fit in with your client's estate planning?
  • where does a guardianship agreement fit in with your clients estate planning?

The role of advisers and estate planning

Author(s): Michael Perkins

Where does a guardianship agreement fit in with your client's estate planning

Author(s): Claire Williamson

Where does a power of attorney fit in with your client's estate planning?

Author(s): Nick Gangemi CTA

Passing your nest egg on death or earlier

Author(s): Jennifer Yeo CTA

An overview of your client's estate planning

Author(s): Peter Bobbin CTA

Details

  • Published On:5 Mar 2014
  • Took place at:National Australia Bank, 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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2014

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