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  2012

A Position of Trust

Source: Western Australia

Published Date: 16 Feb 2012

 
This event discusses the implications when a professional acts as an executor and trustee.

This event was separated into two parts. The first part outlines the obligations and duties of the executor upon the testator's death, including securing tthe assets, arranging the funeral and applying for a grant of probate.

The second part of the event covered actions after the grant has been obtained, including getting in the assets, tax considerations, preparing accounts, distribution, investment and management of ongoing trusts.

The professional acting as an executor and trustee - From date of grant

Author(s): Susan Fielding
Materials from this session:

The professional acting as an executor and trustee - From date of death to date of grant

Author(s): Elizabeth Heenan FTI
Materials from this session:

Details

  • Published On:16 Feb 2012
  • 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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