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Multi jurisdictions and estate planning presentation

Published on 08 Aug 12 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation follows on from earlier presentations explaining the threshold issues practitioners need to bear in mind when undertaking international estate planning.

The presentation focuses on:

  • recent events in the UK
  • US and Europe that affect planning
  • some planning examples
  • what’s new in Australia?
  • what if the plan goes astray?

Author profile:

John Balazs CTA
John Balazs, CTA, is a Partner at Balazs Lazanas & Welch and has over 25 years’ experience locally and in Europe in international tax matters. In addition to being a CTA of The Tax Institute, John is a member of the International Academy of Estate and Trust Lawyers, the Taxation Committee of the Law Council of Australia and the Society of Trust and Estate Practitioners. Current at 23 April 2014 Click here to expand/collapse more articles by John BALAZS.
 

This was presented at Estate and Business Succession Planning 2012.

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

Individual sessions

Superannuation and estate planning

Author(s):  Michael HALLINAN

Materials from this session:


How to structure a business succession plan Parts 1 and 2

Author(s):  Peter BOBBIN

Materials from this session:



Further details about this event:

 

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