Published on 24 Aug 09
by QUEENSLAND DIVISION, THE TAX INSTITUTE
This paper covers:
what is a blended family
advising blended families
estate v non-estate assets
effect of changes in relationship status on a client's estate plan
de facto relationships
family provision applications
binding financial agreements
capital protected trusts
control of family trusts for blended families
executor and trustee selection
powers of attorney
memorandum of wishes
Sean McMahon FTIA is Managing Partner of McMahon Clarke Legal (MCL) and heads the MCL Private
Client division. Sean has over 10 years experience advising private clients and commercial clients on funds management, financial services and private client matters. Sean works collaboratively with clients and their advisors on business structuring and succession as well as all aspects of his clients’ personal
estate planning. Current at 03 September 2010
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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