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Critical issues in estate planning presentation

Published on 01 Nov 07 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation highlights the critical issues to consider when analysing an estate plan for your clients, including:

  • everything you need to know about testamentary trusts:
    • how they are utilised
    • their income tax, stamp duty and land tax implications
    • family law considerations
  • reviewing the trust deed of a discretionary trust in five minutes
  • how best to deal with superannuation death benefits
  • the major issues regarding Enduring Powers of Attorney.

Author profiles:

Daniel Fry CTA
Daniel is a Partner at taxation law firm Norton & Smailes. He has approximately 20 years of experience in revenue law, beginning his career as a Chartered Accountant. Daniel practises in all areas of tax but has developed particular expertise in superannuation, trusts, all aspects of structuring, capital gains tax, estate planning for SME and high net worth clients and dealing with the Australian Taxation Office in relation to tax disputes. He is a former member of the Tax Institute's National Superannuation Committee and a regular speaker for industry bodies including the Tax Institute. Current at 05 February 2016 Click here to expand/collapse more articles by Daniel FRY.
 
Alan Krawitz CTA
Alan is a Director at EY Law (formerly Norton & Smailes). He is admitted as a lawyer of the Supreme Court of Western Australia and practices in the Federal Court of Australia and the Administrative Appeals Tribunal. Alan's principal areas of practice include income tax, CGT, tax disputes, tax litigation, superannuation, trusts, wills and estates. Current at 30 March 2016 Click here to expand/collapse more articles by Alan KRAWITZ.
Individual sessions

Further details about this event:

 

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