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Estate planning: the end justifies the means

Published on 04 Sep 02 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This powerpoint presentation discusses estate planning, including: tax effective and asset protection structures, common mistakes in planning, trends in estate planning and advice.

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Author Photo - Peter Bobbin CTA
Peter Bobbin CTA
Peter is in his 30th year of superannuation, taxation and estate planning solutions. Many clients, large and small, have business and family wealth succession plans that are operating today, which were first developed 25 years ago under Peter's guidance. He is a former lecturer in the Masters of Taxation, Laws and Financial Planning degrees at the University of Western Sydney, and has presented to the ATO, ASIC and a variety of other acronym organisations. In 2015, Peter was awarded SME Tax Adviser of the Year by The Tax Institute. Current at 19 September 2016 Click here to expand/collapse more articles by Peter BOBBIN.
 
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Estate planning: the end justifies the means

Author(s):  Peter BOBBIN

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