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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
Sean McMahon FTIA is Managing Partner of McMahon Clarke Legal (MCL) and heads the MCL Private Client division. Sean has over 10 years experience advising private clients and commercial clients on funds management, financial services and private client matters. Sean works collaboratively with clients and their advisors on business structuring and succession as well as all aspects of his clients’ personal estate planning. Current at 03 September 2010 Click here to expand/collapse more articles by Sean MCMAHON.
 
Jane Blake
Jane is a Senior Associate with McMahon Clarke Legal. Current at 21 July 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.

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