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Multi jurisdictions and estate planning paper

Published on 08 Aug 12 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper follows on from earlier papers explaining the threshold issues practitioners need to bear in mind when undertaking international estate planning.

This paper focuses on:

  • recent events in the UK, US and Europe that affect planning
  • some planning examples
  • what’s new in Australia?
  • what if the plan goes astray?

Author profile

John Balazs CTA
John Balazs is a partner in boutique Sydney firm BLW LLP. He was a tax partner at Baker & McKenzie, Sydney for 10 years from 1998, and the senior tax partner for most of that time. John has established himself as a leading practitioner in income tax, with a particular emphasis on international tax. A graduate of the University of Sydney, John has a Master of Laws (First Class Honours). Prior to joining Baker & McKenzie, John was a partner of Ernst & Whinney and then Ernst & Young before joining Price Waterhouse Europe as a partner. Whilst with Price Waterhouse, John led the tax practice in Hungary in the period immediately following the end of communism - Current at 19 September 2018
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This was presented at Estate and Business Succession Planning 2012 .

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

Individual sessions

Superannuation and estate planning

Author(s):  Michael HALLINAN

Materials from this session:


How to structure a business succession plan Parts 1 and 2

Author(s):  Peter BOBBIN

Materials from this session:



Further details about this event:

 

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