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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
Michael FLYNN

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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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