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After the event estate planning presentation

Published on 10 Sep 08 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • types of testamentary trusts
  • "after the event" options
  • EPT funding limitations
  • capital reserved trusts - stages of administration
  • estate proceeds trust
  • SBDT - deed
  • income tax & children under 18
  • special disability trust
  • example
  • tailoring a financial EPA
  • account based death benefit pensions.

Author profile:

Author Photo - Allan Swan CTA
Allan Swan CTA
Allan is Director of the Melbourne law firm Swan & Yii Pty Ltd. Allan acts for a diverse range of clients assisting them to achieve their personal objectives in respect of the wealth they own or control. Allan’s particular focus is working to pre-empt problems that may occur in the future, whether those problems might be taxation, business risk, family disputes or vulnerability. Allan works with private clients and their accounting, financial advisers and legal practitioners in relation to the legal aspects of asset and wealth management. Current at 18 September 2013 Click here to expand/collapse more articles by Allan SWAN.
 

This was presented at Trusts After Death.

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

Individual sessions

Trusts after death

Author(s):  John YOUNG

Materials from this session:

After the event estate planning

Author(s):  Allan SWAN

Materials from this session:

Further details about this event:

 

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