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.
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
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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