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Aspects of estate planning for tax practitioners paper

Published on 17 Oct 09 by TASMANIAN DIVISION, THE TAX INSTITUTE

This paper covers a number of current estate planning topics of interest to tax practitioners, including:

  • trust distributions and risks for tax practitioners
  • the nature of testamentary trusts - and why they are not all the same - risks for tax practitioners
  • the value of having appointors in testamentary discretionary trusts
  • the risk for tax practitioners in holding down a formal (non advisory) role in clients' trusts.

Author profile:

Peter WORRALL


 

This was presented at 2009 Tasmanian State Convention.

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Tax issue for companies (and their directors) when approaching, and entering, insolvency

Author(s):  Lachlan R WOLFERS

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Aspects of estate planning for tax practitioners

Author(s):  Peter WORRALL

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