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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
Michael Flynn QC CTA-Life
Michael Flynn, CTA-Life, is a Barrister specialising in taxation and was National President of The Tax Institute in 2014. He was chair of the organising committee of the National Infrastructure Conference in 2015 and 2016. 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 and is President of the Tax Bar Association.
- Current at
17 October 2017
This was presented at Business and Estate Planning .
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Business Succession Planning
Author(s): Ian ESDAILEMaterials from this session:
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The Estate Planning Process - Timeline
Author(s): Michael FLYNNMaterials from this session:
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