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My client the deceased presentation

Published on 03 Mar 10 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • an explanation on why accountants need to be involved in the administration of an estate
  • explains the roles of an executor
  • discusses what assets form part of an estate
  • discusses what happens if a person dies without a will
  • discusses contesting an estate (inheritance claims)
  • discusses taxation matters of a deceased estate.

Author profile:

Andrew Marshall
Andrew is a Manager at RSM Bird Cameron. He has a number of years experience in assisting clients in the administration of deceased Estates. Andrew specialises in the areas of assisting Executors with their duties/responsibilities, transferring assets to beneficiaries, realising and protecting estate assets, dealing with contested/disputed estates, providing taxation advice on deceased estates and dealing with intestacy. Current at 01 December 2009
 

This was presented at My Client – The Deceased.

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Individual sessions

My client the deceased

Author(s):  Andrew MARSHALL

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