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Estate planning for melded and blended families paper

Published on 05 Mar 10 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers:

  • advisers' role in the estate planning process
  • planning for re-marriage and divorce
  • executor and trustee selection
  • planning for potential claims against an estate
  • instruments we use - the will, letters of wishes, testamentary trusts, life insurance and binding financial agreements
  • case study examples.

Author profiles:

Sean MCMAHON
Current at 09 June 2009 Click here to expand/collapse more articles by Sean MCMAHON.
 
Jane BLAKE
Current at 16 October 2009 Click here to expand/collapse more articles by Jane BLAKE.

 

This was presented at 25th National Convention .

Get a 20% discount when you buy all the items from this event.

Individual sessions





Bamford v Federal Commissioner of Taxation

Author(s):  Terry MURPHY

Materials from this session:


Bamford v Federal Commissioner of Taxation

Author(s):  Mark L ROBERTSON

Materials from this session:










International tax - An update

Author(s):  Lee BURNS

Materials from this session:

TOFA ATO impacts

Author(s):  David HUME

Materials from this session:








The capital v revenue distinction for labour costs

Author(s):  Frank DRENTH

Materials from this session:




Further details about this event:

 

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