2009

Estate Planning: Private Client Issues

Source: QLD

Published Date: 24 Aug 2009

 
The Australian population, with increased life expectancies and decreased birth rates, is getting older. According to the Australian Bureau of Statistics, as at 30 June 2007, 9 percent or approximately 2 million people were 70 years old or older. As the "Baby-Boomers' retire, this percentage will increase significantly.

The opportunity that flows from this is providing quality estate and succession planning advice to a growing market; a market, which is relevant to accountants, lawyers, and financial planners. Practitioners armed with emerging strategies and planning opportunities are well placed to meet the needs of their clients.

This event covered important aspects of estate and succession planning, and relevant, important strategies and developments to help your practice and your clients.

Estate planning for melded and blended families

Author(s): Jane Blake , Sean Mcmahon

Restructuring the family group for an estate plan

Author(s): Mark West CTA

Testamentary trusts

Author(s): Laura Hanrahan

Family law and estate planning

Author(s): Justine Woods

Family provision applications

Author(s): John De Groot
Materials from this session:

Super death benefits

Author(s): Lyn Formica

Details

  • Published On:24 Aug 2009
  • Took place at:The Brisbane Marriott Hotel

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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