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Estate Planning Update presentation

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.

Author profile:

Chris Tsovolos FTI
Chris Tsovolos FTI, is an Executive Lawyer in the Private Client Services team of Bartier Perry. Chris has experience in providing specialist services to high net wealth individuals and privately held businesses in his core areas of practice, being taxation issues and appeals, superannuation structuring, estate and business succession planning and asset protection. Chris is a Fellow of The Tax Institute and an Accredited Advisor with Family Business Australia. Current at 21 October 2015 Click here to expand/collapse more articles by Chris TSOVOLOS.
 
Individual sessions

Estate Planning Update

Author(s):  Chris TSOVOLOS

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