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A Position of Trust

Published on 16 Feb 2012 | Took place at City West Receptions, West Perth, WA

This event discusses the implications when a professional acts as an executor and trustee.

This event was separated into two parts. The first part outlines the obligations and duties of the executor upon the testator's death, including securing tthe assets, arranging the funeral and applying for a grant of probate.

The second part of the event covered actions after the grant has been obtained, including getting in the assets, tax considerations, preparing accounts, distribution, investment and management of ongoing trusts.

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

Individual sessions

The professional acting as an executor and trustee - From date of grant

Author(s):  Susan Fielding

This paper covers:

  • collection of assets - generally
  • opening the estate bank account
  • payment of debts
  • payment of legacies
  • passing of accounts
  • legal costs
  • income tax.
Materials from this session:

The professional acting as an executor and trustee - From date of death to date of grant

Author(s):  Elizabeth Heenan

This paper covers:

  • the executor
  • the executor's position immediately post-death
  • pre-grant actions
  • urgent grants
  • the application for a grant of probate
  • grant of probate
  • collection of assets.
Materials from this session: