Published on 09 Oct 03
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
The first part of this presentation briefly discusses the risks an estate faces from claims being made and how to protect them. The number of claims made upon deceased estates is escalating, and failing to plan for such events may defeat an estate plan.
The second part of the presentation considers how to best use the CGT concessions as part of a business succession plan, both during retirement and also in the event of the death of a principal.
Chris is an Executive Lawyer for Bartier Perry. He has extensive experience in taxation law, whether it
be income tax, capital gains tax, payroll tax, stamp duty and GST, and provides advice on a range
of personal and commercial tax issues, including mergers, restructures and, objections and
appeals against the Australian Taxation Office and the New South Wales Office of State Revenue
Current at 23 July 2008 Current at 25 August 2008
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