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Where does a guardianship agreement fit in with your client’s estate planning paper

Published on 05 Mar 14 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • role of the enduring guardian
  • appointment of an enduring guardian.

Author profile:

Claire Williamson
Claire is a solicitor in the Estate Planning team within the Private Clients group at PricewaterhouseCoopers. Claire has worked exclusively in Estate Planning for the past 2 years and has specialised skills in this area including bespoke Wills establishing testamentary trusts, succession strategies for non-estate assets, Powers of Attorney, Appointments of Enduring Guardian, superannuation death benefit nominations, applications for probate and letters of administration, estate administration and asset protection strategies. Claire has a special interest in estate planning for families with carer responsibilities. Claire has a practising certificate from the NSW Law Society and holds a Bachelor of Business and a Juris Doctor.
  • Current at 14 January 2014


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    This was presented at Building blocks for estate planning.

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

    Individual sessions

    The role of advisers and estate planning

    Author(s):  Michael Perkins

    Materials from this session:




    Further details about this event:

     

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