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.
Bruce operates a specialist estates practice. Bruce is accredited as a Wills and Estates Specialist, is a member of the Law Institute of Victoria's Succession Law Committee and co-authored the recent Law Institute of Victoria submission on Powers of Attorney. Current at 09 October 2008
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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