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Estate planning for the retiree paper

Published on 09 Nov 06 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • planning the estate plan
  • family provisions
  • testamentary trusts
  • family law and bankruptcy impacts
  • drafting a tax effective will
  • enduring powers of attorney, guardianship and advanced health directives
  • practical tips and traps.

Author profile:

Sean MCMAHON

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This was presented at My Client the Retiree .

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