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The Estate Planning Process - Timeline seminar paper

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:

Author Photo - Michael Flynn QC CTA-Life
Michael Flynn QC CTA-Life
Michael is a Barrister specialising in taxation, is the immediate past National President of The Tax Institute. Michael has appeared before the Federal Court and the High Court in many cases on behalf of both taxpayers and the Commissioner. Michael has been a member of various committees of The Tax Institute for over 20 years, including Victorian State Council (he is a past State Chair) and National Council. He lectures in the postgraduate program at Melbourne University. Current at 02 June 2015 Click here to expand/collapse more articles by Michael FLYNN.
 

This was presented at Business and Estate Planning.

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The Estate Planning Process - Timeline

Author(s):  Michael FLYNN

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