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The estate planning process presentation

Published on 13 May 05 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • working within a framework
  • identification of assets, liabilities and beneficiaries
  • drafting a tax effective will
  • enduring powers of attorney, guardianship and advance medical directives
  • when and how to use discretionary trusts
  • emerging trends
  • practical traps and tips.

This was also presented at the 2005 North Queensland Convention in Townsville on 19 May 2005.

Author profile:

John DE GROOT

Click here to expand/collapse more articles by John DE GROOT.
 

This was presented at Estate Asset & Business Succession Planning .

Get a 20% discount when you buy all the items from this event.

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The estate planning process

Author(s):  John DE GROOT

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