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Act as an executor? A service for clients or living the nightmare? paper

Published on 08 Feb 13 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers the types of claims an Executor may face or may need to manage, including:

  • claims against the will
  • Family Provision Act claims
  • claims of disposal of assets in lifetime
  • trustee of SMSF
  • family law claims
  • settlement of a dispute – taxation considerations.

Author profile:

Author Photo - Craig MCKIE
Craig MCKIE

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This was presented at Estate Planning Day 2013 .

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Act as an executor? A service for clients or living the nightmare?

Author(s):  Craig MCKIE

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