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A position of trust: Advisers acting as executors, attorneys or trustees paper

Published on 04 Jun 12 by TASMANIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • appointment as an executor
  • appointment of an attorney
  • appointment as a trustee.

Author profile:

Sam McCullough ATI
Sam is a lawyer in private practice and a Director of Worrall Lawyers, Hobart. He is the co-author of Statutory Will Applications: A Practical Guide, and a contributing author to Halsbury’s Laws of Australia. In 2011, Sam presented the session ´The Practical Control and Taxation of Superannuation Death Benefits’ at the National Convention of The Tax Institute in Brisbane, and in 2016 presented ´Succession Planning to Avoid Disputes Between Trustees and Beneficiaries’ at the National Convention in Melbourne. Sam is the Tasmanian representative on the National Elder Law and Succession Committee of the Law Council of Australia and a full member of the Society of Trust and Estate Practitioners (STEP). Current at 28 July 2016 Click here to expand/collapse more articles by Sam McCullough.
 

This was presented at Trusts - Are You and Your Team Ready?.

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A position of trust: Advisers acting as executors, attorneys or trustees

Author(s):  Sam McCullough

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Personal properties security reform

Author(s):  Andrew Yeo

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