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The Estate Planning Process - Timeline seminar paper

Member Price: $57.00
Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 28 Oct 03 by VICTORIAN DIVISION, THE TAX INSTITUTE

This seminar paper covers the following issues:
- drafting a tax effective will
- identification of assets, liabilities and beneficiaries
- enduring powers of attorney, guardianship and advance medical directives
- applying for probate
- when and how to use testamentary trusts effectively
- executor's duties and liabilities
- procedure for administration of estates
- date of death tax return for the deceased and tax returns for the estate
- implications for executor and beneficiaries.

Author profile

Michael Flynn QC CTA-Life
Photo of author, Michael FLYNN Michael is a Barrister at Owen Dixon Chambers West, specialising in taxation, and was National President of The Tax Institute in 2014. He is the author, with James Kessler, QC, of Drafting Trusts and Will Trusts in Australia (2nd edition, 2017). Michael has appeared in the Administrative Appeals Tribunal, the Federal Court and the High Court in taxation cases. Michael has been a member of various committees of The Tax Institute for over 20 years. - Current at 02 December 2019
Click here to expand/collapse more articles by Michael FLYNN.

 

This was presented at Business and Estate Planning .

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Business Succession Planning

Author(s):  Ian ESDAILE

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The Estate Planning Process - Timeline

Author(s):  Michael FLYNN

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