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  2013

Estate Planning Day 2013

Source: Western Australia

Published Date: 8 Feb 2013

 
  • As a result of Australia's aging population, the market for good estate and succession planning advice has grown considerably in recent years and this growth is expected to continue in the years ahead. This seminar provided practitioners with an excellent opportunity to further refine their skills and learn about the current issues and recent developments in this area.
  • Important issues covered included:
  • strategies to enhance benefits available from superannuation from an estate planning perspective
  • issues associated with acting as an Executor for clients
  • the impact of family law on succession planning
  • potential inheritance tax issues
  • challenges to wills

Interaction between family law and succession law

Author(s): William Sloan , Andrew Davies
Materials from this session:

Act as an executor? A service for clients or living the nightmare?

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

Challenges to wills

Author(s): Sally Bruce
Materials from this session:

UK inheritance tax

Author(s): Colleen Handy CTA
Materials from this session:

Estate planning and superannuation

Author(s): Jemma Sanderson CTA
Materials from this session:

Details

  • Published On:8 Feb 2013
  • Took place at:Hyatt Regency, 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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