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Estate planning for melded and blended families paper

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DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced 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.

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 .

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