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?
John Balazs, CTA, is a Partner at Balazs Lazanas & Welch and has over 25 years’ experience locally and in Europe in international tax matters. In addition to being a CTA of The Tax Institute, John is a member of the International Academy of Estate and Trust Lawyers, the Taxation Committee of the Law Council of Australia and the Society of Trust and Estate Practitioners.
- Current at
23 April 2014