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An overview of your client’s estate planning paper

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Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 05 Mar 14 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • get the facts right
  • before talking about the will
  • an estate planning duty to avoid tax?

Author profile

Peter Bobbin CTA
Photo of author, Peter BOBBIN Peter is in his 32nd year of superannuation, taxation and estate planning solutions. Many clients, large and small, have business and family wealth succession plans that are operating today, which were first developed 27 years ago under Peter's guidance. He is a former lecturer in the Masters of Taxation, Laws and Financial Planning degrees at the University of Western Sydney, and has presented to the ATO, ASIC and a variety of other acronym organisations. In 2015, Peter was awarded SME Tax Adviser of the Year by The Tax Institute. - Current at 16 October 2019
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This was presented at Building blocks for estate planning .

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

Individual sessions

An overview of your client’s estate planning

Author(s):  Peter BOBBIN

Materials from this session:

The role of advisers and estate planning

Author(s):  Michael Perkins

Materials from this session:

Passing your nest egg on death or earlier

Author(s):  Jennifer YEO

Materials from this session:

Where does a power of attorney fit in with your client’s estate planning?

Author(s):  Nick GANGEMI

Materials from this session:

Where does a guardianship agreement fit in with your client’s estate planning

Author(s):  Claire Williamson

Materials from this session:

Further details about this event:

 

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