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Deceased estates: A practical perspective presentation

Published on 30 Jul 14 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • no two deceased estates are the same
  • family dynamics
  • mix of assets and liabilities always different
  • professional executor & accountants role
  • presumed level of knowledge.

Author profile:

Loreena Gillon CTA
Loreena operates a Chartered Accounting firm in West Perth, and has done so for the past 18 years. Her practice has a client base of predominantly professionals including medical practitioners, solicitors, engineers and architects, all of whom operate through various structures, including Self Managed Superannuation Funds. Prior to establishing her practice, Loreena worked for accounting firms in the business services area. Loreena currently sits on the WA State Convention Committee and WA State Council and is a regular presenter for The Tax Institute. Current at 10 July 2015 Click here to expand/collapse more articles by Loreena Gillon.
 

This was presented at Deceased Estates.

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Individual sessions


Discretionary testamentary trusts, special disability trusts and equalisation clauses in wills

Author(s):  Sally BRUCE

Materials from this session:

Further details about this event:

 

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