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Introductory estate planning - the end justifies the means

Published on 20 Nov 01 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This powerpoint presentation provides an overview of estate planning, focuses on: the holistic approach to estate planning, tax effective and asset protection structures, common estate planning mistakes, maximising the value of your estate upon death.

Author profile:

Peter HOGAN
Peter is the National Technical Services Manager for Colonial First State Investments. He has been an active participant in the Australian financial services industry for over 17 years. Throughout this time, he has developed extensive experience in providing technical advice to investors and their advisers throughout the retail and institutional investment markets while being a strong contributor to the development of government policy and regulations across our industry.

Current at 25 September 2003

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This was presented at All You Need To Know About Estate Planning.

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Individual sessions

Introductory estate planning

Author(s):  Peter HOGAN

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Principles of estate planning

Author(s):  Andrew FRANKLAND

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