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Deceased Estates

Published on 12 Aug 2008 | Took place at The Sebel Playford, Adelaide , SA

The inevitability of death and taxes means that this event was relevant for all practitioners. The event covered issues relating to tax effective estate planning and, in particular, the use of testamentary trust wills. It also covered tax issues which arise post-death for executors of deceased estates.

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Individual sessions

Estate planning – Testamentary trust wills & their appplication

Author(s):  Phil MCGOVERN This paper covers:

  • the nature of testamentary trusts
  • the advantages and flexibility associated with the use of testamentary trusts
  • future asset protection considerations
  • the desirability for testamentary trust wills for ‘at risk individuals' whose principal residence is owned by the ‘non at risk spouse'
  • the continued applicability of the Main Residence CGT Exemption
  • Superannuation Proceeds Trusts and the desirability of superannuation being directed to non dependants via testamentary trusts.
Materials from this session:

Deceased estates - estate administration

Author(s):  Cathy CAVENEY

This paper covers:

  • what happens when someone dies, i.e., in the estate administration context?
  • what are the duties and responsibilities of executors?
  • the steps to be taken to ensure that the executor carries out the terms of the will of the deceased
  • "housekeeping hints" for executors
  • what happens if you die without a will?
Materials from this session: