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Asset Protection and Estate Planning presentation

Published on 22 Oct 03 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Topics covered in this powerpoint presentation include:
- Asset protection strategies and structures
- Asset protection - divorce and family law
- Discretionary trust assets
- Family Court powers
- Claims against an estate - contesting a Will

Author profile

Chris Tsovolos FTI
Chris is focused on delivering private client services to families, individuals and privately held businesses across a range of personal and commercial tax issues. His clients rely on his strategic approach to personal and business succession planning, wealth protection and asset structuring. He also has significant experience in assisting clients with asset protective structuring and taxation planning and structuring. In respect of taxtion law, Chris also assists clients in dealing with ATO audits and reviews, including lodging objections and appeals against ATO assessments and NSW State Revenue Office determinations. Chris has lectured for Western Sydney University and regularly presents for the Chartered Accountants Australia and New Zealand, Tax Institute of Australia, Australian Society of Certified Practising Accountants and other associations in respect of topics that are part of the core areas of his practice. - Current at 22 September 2020
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This was presented at 3rd Annual Estate & Business Succession Planning Intensive .

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

Individual sessions

The Estate Planning Process - Timeline

Author(s):  Richard NEAL

Materials from this session:



Further details about this event:

 

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