Miscellaneous 2004

Estate Planning Issues to be Aware of

Source: South Australia

Published Date: 12 Feb 2004

 
This presentation covers the following topics:
- what roles do Accountants and Lawyers have?
- common issues with wills
- drafting a tax effective will
- identification of assets, liabilities and beneficiaries
- enduring powers of attorney, guardianship and advance medical directives
- discretionary trusts - how to transfer control and ownership, dealing with beneficial entitlement accounts and loan accounts
- asset protection issues - who are you protecting from?, creditors and testators, family law claims, family estate claims
- who should be an executor or trustee?, duties and liabilities.

This paper covers SA and WA legislation.

This was also presented by Mike Frampton at the Estate Planning seminar held in Perth on 20 August 2004 and by Bruce Cook at the Estate and Business Succession Planning seminar held in Melbourne on 7 October 2004.

Sorry, this is subscriber only content.

If you're not yet a subscriber, to gain access to this material and much more - Subscribe Now.

Already a Subscriber? Login now

Already a Subscriber? Login now

Individual Session

Estate Planning Issues to be Aware of

Author(s): Matthew Tripodi , Greg May

Details

The material is copyright. Apart any fair dealing for the purpose of private study, research criticism or review, as permitted under the copyright Act, no part may be reproduced 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.

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. 

Copyright Statement

All materials provided on this site are protected by copyright and are owned by or licensed to TTI.

Except as expressly permitted by TTI or the copyright owner, any person or company who uses this site must not use, reproduce, redistribute, retransmit, publish or otherwise transfer, or commercially exploit, the materials or any information, software or other content, in whole or in part, which is available through this site.

Tags

Miscellaneous 2004

Share this page