shopping_cart

Your shopping cart is empty

The Phar Lap of Estate Planning seminar paper

Published on 02 May 03 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This seminar paper looks at some of the more interesting and difficult issues of estate planning, ie. getting it right for wealthy and/or demanding clients. Topics discussed include:
- dealing with 'entity tax' yet having the advantages of testamentary trusts
- how the estate should work (morphing estates or bequests to trusts)
- reducing the chances of the deceased's wishes being thwarted
- impact of changes to the law, real or proposed
- integrating superannuation fund and trust assets into the plan.

Author profile:

Ron DOIG
Ron is a Partner in the law firm Munro Doig. He practises extensively in superannuation, taxation and related commercial areas, and has done so for over 10 years. Advice is given to a wide range of clients including private and public company groups, industry master and self managed funds, and to the accounting profession and other advisers to the superannuation and financial services industry. Ron has presented numerous papers on a wide range of superannuation topics and is a lecturer on superannuation for the Securities Institute and in the trustee training courses run by the Association of Superannuation Funds of Australia. Ron’s practice focuses on superannuation, but extends into related areas, such as retirement and estate planning, and business and asset structuring.
Current at 11 April 2008 Current at 29 April 2008 Click here to expand/collapse more articles by Ron DOIG.
 

 

This was presented at 37TH ANNUAL STATE CONVENTION - WA: KEEPING AHEAD OF THE FIELD .

Get a 20% discount when you buy all the items from this event.

Individual sessions



Corporate Restructuring

Author(s):  Paul ABBEY

Materials from this session:



Trusts - Hedging your bets

Author(s):  Colin MUNRO

Materials from this session:

Further details about this event:

 

Copyright Statement
click to expand/collapse