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Estate planning for blended families presentation

Published on 24 Aug 09 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers topics including:

  • what is a blended family?
  • what key information do we need to advise properly?
  • estate v non-estate assets
  • testamentary trusts.

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: Private Client Issues.

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

Individual sessions

Restructuring the family group for an estate plan

Author(s):  Mark WEST

Materials from this session:



Family provision applications

Author(s):  John DE GROOT

Materials from this session:


Further details about this event:

 

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