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Death and taxes: If you will paper

Published on 31 Oct 11 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • advisor’s role
  • making a valid will
  • claims against the estate: intestacy
  • claims against the estate: Inheritance Act
  • tax considerations
  • executor and trustee selection.

Author profile:

Modiesha Stephens CTA
Modiesha Stephens, CTA, is a Senior Associate at HHG Legal Group. She has been practicing in State and Federal taxation for over 15 years focusing on providing transactional tax advice to clients covering Income Tax, CGT, GST, Transfer Duty and other State taxes and assisting with tax litigation. Modiesha is also an experienced general commercial lawyer who advises clients in all stages of their business lives as well as assisting them with their Wills and Estate Planning. Before joining HHG Legal Group in July this year, Modiesha worked at a number of boutique law firms including Munro Doig where she worked for 10 years. In addition to her law and commerce degrees Modiesha has a Masters of Law Current at 01 September 2016 Click here to expand/collapse more articles by Modiesha MEEGAHAGE.
 

This was presented at Death and Taxes - Super and Estate Planning.

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