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Estate Planning presentation

Published on 20 May 03 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

As advisers, we help our clients create and build wealth over time. We are involved in structuring their affairs, protecting their assets and minimising their tax.

However, planning for what is to happen to our clients' assets when they die is often overlooked completely, or done inadequately. This presentation covers the following issues:
- what estate planning is and why it is important
- dealing with assets
- dealing with entities - companies, trusts or super funds
- testamentary trusts
- protective trusts
- CGT and other tax issues
- powers of attorney and guardianship
- the adviser's role in estate planning.

Author profile:

Author Photo - Matthew Tripodi CTA
Matthew Tripodi CTA
Matthew is the founder and Principal of MT Lawyers. He advises on all aspects of Superannuation, estate and succession law, with a specific focus on self-managed superannuation funds and complex estate planning. Prior to establishing MT Lawyers in Adelaide, Matthew had over 12 years' experience working in large commercial law firms. He was a Partner at Minter Ellison in Adelaide, heading up their Superannuation and Estate Planning division. Matthew has also lived and worked overseas in London and Hong Kong. Current at 18 May 2015 Click here to expand/collapse more articles by Matthew TRIPODI.
 
Individual sessions

Tax Update

Author(s):  Kirrily MITCHELL

Materials from this session:

Estate Planning

Author(s):  Matthew TRIPODI

Materials from this session:

Further details about this event:

 

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