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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
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 Click here to expand/collapse more articles by Sean MCMAHON.
 

This was presented at My Client the Retiree.

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