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Estate planning for melded and blended families paper

Published on 24 Aug 09 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • what is a blended family
  • advising blended families
  • gathering information
  • estate v non-estate assets
  • effect of changes in relationship status on a client's estate plan
  • de facto relationships
  • family provision applications
  • testamentary trusts
  • binding financial agreements
  • superannuation
  • capital protected trusts
  • control of family trusts for blended families
  • executor and trustee selection
  • powers of attorney
  • life insurance
  • memorandum of wishes
  • case study.

Author profiles:

Sean MCMAHON
Current at 09 June 2009 Click here to expand/collapse more articles by Sean MCMAHON.
 
Jane BLAKE
Current at 16 October 2009 Click here to expand/collapse more articles by Jane BLAKE.

 

This was presented at Estate Planning: Private Client Issues .

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

Individual sessions

Restructuring the family group for an estate plan

Author(s):  Mark WEST

Materials from this session:



Family provision applications

Author(s):  John DE GROOT

Materials from this session:


Further details about this event:

 

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