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Have you got the bases covered? Estate planning paper

Published on 10 Aug 06 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper attempts to provide some practical strategies to reduce the risks of a claim arising from a lack of estate planning. And, if a claim arises (no matter how it arises), it attempts to provide some practical strategies to reduce the quantum of a claim.

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Author Photo - Craig McKie CTA
Craig McKie CTA
Craig's areas of specialisation include personal estate planning, business succession planning, trusts, commercial law for family businesses, estate administration including disputed estates. Craig has 27 years' experience in legal and commercial positions including 7 years overseas in the trust and financial services industry. Positions held by Craig have included a solicitor for a large law firm, in-house counsel and director of a Bank trustee company and a partner of a specialist tax law firm. Craig is currently in sole practice. Craig graduated from The University of Western Australia in 1984 and has been a solicitor since 1985. Memberships include the Tax Institute of Australia, the Law Society of WA, Society of Trust and Estate Practitioners and Craig is on the Roll of Solicitors, England. Current at 05 December 2012 Click here to expand/collapse more articles by Craig MCKIE.
 

This was presented at Estate Planning: Tips, Traps & Strategies.

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