Published on 06 Oct 06
by VICTORIAN DIVISION, THE TAX INSTITUTE
Many clients can no longer rely on a simple will or power of attorney to address their complex business and investment affairs and structures. More complex estate planning techniques need to be considered. Techniques addressed in this paper include:
- drafting provisions to deal with the offices of trustee, appointor and guardian - particularly in case of the appointment of multiple successors: how most fail and how to get it right
- powers of attorney - dealing with companies and trusts
- the 'ins' and 'outs' of testamentary trusts including the latest techniques
- the principles concerning the payment of executors.