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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.

Author profile

Michael Flynn QC CTA-Life
Photo of author, Michael FLYNN Michael Flynn, CTA-Life, is a Barrister specialising in taxation and was National President of The Tax Institute in 2014. He was chair of the organising committee of the National Infrastructure Conference in 2015 and 2016. Michael has appeared before the Federal Court and the High Court in many cases on behalf of both taxpayers and the Commissioner. Michael has been a member of various committees of The Tax Institute for over 20 years, including Victorian State Council (he is a past State Chair) and National Council. He lectures in the postgraduate program at Melbourne University and is President of the Tax Bar Association. - Current at 30 August 2017
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