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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 CTA
Craig McKie CTA
Craig's areas of specialisation include personal estate planning, business succession planning, trusts, commercial law for family businesses, estate administration including disputed estates. Craig has 27 years' experience in legal and commercial positions including 7 years overseas in the trust and financial services industry. Positions held by Craig have included a solicitor for a large law firm, in-house counsel and director of a Bank trustee company and a partner of a specialist tax law firm. Craig is currently in sole practice. Craig graduated from The University of Western Australia in 1984 and has been a solicitor since 1985. Memberships include the Tax Institute of Australia, the Law Society of WA, Society of Trust and Estate Practitioners and Craig is on the Roll of Solicitors, England. Current at 05 December 2012 Click here to expand/collapse more articles by Craig MCKIE.
 

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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