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Estate planning presentation

Published on 08 Apr 05 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • tax effective wills
  • defensive planning and drafting
  • identification of assets liabilities and beneficiaries
  • the use of discretionary trusts
  • enduring powers of attorney, guardianship and advance health directives.

Author profile:

Peter PORCELLINI
Peter is a Lawyer employed by Munro Thompson Lawyers of Mooloolaba. He is in charge of Munro Thompson's Estates and Succession Planning Division. Peter holds a Bachelor of Laws degree and has been admitted to private practice since 1987. Peter is also a member of the Society of Trust and Estate Practitioners.
Current at 7 March 2005

 

This was presented at My Client the Retiree/Investor.

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

Individual sessions

Hot property issues

Author(s):  Murray GRAHAM

Materials from this session:

Estate planning

Author(s):  Peter PORCELLINI

Materials from this session:


Retiree investment structures (outside superannuation)

Author(s):  Brian J RICHARDS

Materials from this session:

Investment strategies

Author(s):  Michael GOODWIN

Materials from this session:

Further details about this event:

 

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