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The Estate Planning Process - Timeline presentation

Published on 22 Oct 03 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Topics briefly covered in this powerpoint presentation include:
- Drafting a tax effective Will
- Identification of assets, liabilities and beneficiaries
- Enduring powers of attorney, guardship and advance medical
- Applying for probate
- When and how to use testamentary trusts effectively
- Executor's duties and liabilities
- Procedure for administration of estates
- Date of death tax return for the deceased and tax returns for the estate; implications for executor and beneficiaries

Author profile:

Richard NEAL
Richard is a partner in the firm of Teece Hodgson and Ward where he specialises in wills and estates law, estate planning, powers of attorney and guardianship and related litigation, a high proportion of which is contested probate, Family Provision Act cases and other equity work. Richard is an accredited specialist in wills and estates law, a chairperson of the Advisory Committee for Specialist Accreditation in Wills and Estates, a member of the Supreme Court Probate Users Group, a member of the Elder Law & Succession Committee of the Law Society of New South Wales, a member of the International Academy of Estate and Trust Law, a member of the Society of Trust and Estate Practitioners and a fellow of the Tax Institute.
Current at 15 March 2006 Current at 02 February 2014 Click here to expand/collapse more articles by Richard NEAL.
 

 

This was presented at 3rd Annual Estate & Business Succession Planning Intensive .

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

Individual sessions

The Estate Planning Process - Timeline

Author(s):  Richard NEAL

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