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Death and Taxes - Effective Management of Deceased Estates

Published on 27 May 2013 | Took place at Wallmans Lawyers, Adelaide , SA

    Are you an executor of a deceased estate? Do you have clients who are executors of deceased estates? Perhaps you have clients waiting for an inheritance under a Will? If, so, this seminar provided an overview of the various legal and tax issues which are likely to be confronted. In addition, practical guidance was provided on how best to administer estates to protect yourself and your clients and how to manage estates in the most efficient and tax effective manner.

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

Individual sessions

Executors' duties

Author(s):  Patrick COYLE

This paper covers Executors' legal responsibilities including: 

  • obligations to beneficiaries
  • obligations to creditors
  • resolving disputes
  • where you might come unstuck.
Materials from this session:

At death - What are the tax issues?

Author(s):  Ian SNOOK

This presentation covers:

  • what, if any, are your exposures?
  • what should be assessed to the estate?
  • what is included in the assessible income of beneficiaries?
  • can you control a family trust after your death?
  • what are the tax benefits of testamentary trusts?
  • superannuation balances on death. 
Materials from this session: