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Estate planning essentials

Published on 15 Oct 02 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This powerpoint presentation discusses the importance of estate planning, how to structure a tax effective will, the advantage of testamentary trusts and how to use them effectively, the role of the tax adviser in estate planning and latest developments.

Author profile:

Chris Tsovolos FTI
Chris Tsovolos FTI, is an Executive Lawyer in the Private Client Services team of Bartier Perry. Chris has experience in providing specialist services to high net wealth individuals and privately held businesses in his core areas of practice, being taxation issues and appeals, superannuation structuring, estate and business succession planning and asset protection. Chris is a Fellow of The Tax Institute and an Accredited Advisor with Family Business Australia. Current at 21 October 2015 Click here to expand/collapse more articles by Chris TSOVOLOS.
 

This was presented at Death and Taxes - The Only Two Certainties.

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Estate planning essentials

Author(s):  Chris TSOVOLOS

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