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My Client – The Deceased

Published on 03 Mar 2010 | Took place at The Perth Concert Hall, Perth, WA

Disputed Deceased Estates often raise issues that are not encountered on a daily basis within professional practices. This event addressed the key legal, accounting and taxation issues arising in the context of the administration of deceased estates. The presenters provided tips and traps that must be taken into consideration when advising clients in a deceased estate context or preparing wills for clients.

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

Individual sessions

My client the deceased

Author(s):  Andrew MARSHALL This presentation covers:

  • an explanation on why accountants need to be involved in the administration of an estate
  • explains the roles of an executor
  • discusses what assets form part of an estate
  • discusses what happens if a person dies without a will
  • discusses contesting an estate (inheritance claims)
  • discusses taxation matters of a deceased estate.
Materials from this session:

Disputed estates

Author(s):  Louella MCFARLANE This paper covers:

  • types of disputes
  • validity of the will
  • problems with intestacy
  • claims against executors and trustees
  • claims for provision
  • trying to avoid claims - taking will instructions
  • trying to avoid the problem - managing the client's assets
  • problems with trying to avoid claims
  • negotiation and mediation.
Materials from this session: