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Busting the estate plan presentation

Published on 24 May 07 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • tax effective wills
  • defensive planning and drafting
  • enduring Powers of Attorney, guardianship and Advanced Health Directives
  • family provisions
  • particular issues arising from blended families
  • administering an estate in bankruptcy and what you didn’t realise about clawbacks.

Author profile:

Sean McMahon
Sean McMahon FTIA is Managing Partner of McMahon Clarke Legal (MCL) and heads the MCL Private Client division. Sean has over 10 years experience advising private clients and commercial clients on funds management, financial services and private client matters. Sean works collaboratively with clients and their advisors on business structuring and succession as well as all aspects of his clients’ personal estate planning. Current at 03 September 2010 Click here to expand/collapse more articles by Sean MCMAHON.
 

This was presented at Estate Planning Intensive: Planning to be a step ahead.

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