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Death and taxes paper

Published on 08 Nov 05 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers the following topics:

  • summary of tax issues to consider when advising a client about drafting a will
  • advantages of testamentary trusts
  • opportunities to vary a will after death
  • main residence exemption
  • surrender of a taxpayer's life interest in a trust created by the will of a deceased person - TR 2005/D14.

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Author Photo - Michael FLYNN
Michael FLYNN

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