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The problem with the deal done at the dinner table presentation

Published on 28 Oct 14 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • estate planning objectives
  • estate assets include
  • estate assets do not include
  • estate planning for trusts
  • is the family business run through the trust?
  • duties of trustees.

Author profile

Scott Whitla
Scott, a Partner at McCullough Robertson and an Accredited Specialist in Succession Law, has extensive experience in all aspects of estate planning, estate administration and estate litigation. Having previously worked closely in the financial services industry with financial planners and business bankers, Scott assists clients to properly organise both their personal and their business affairs. He regularly assists clients to find estate planning solutions which are tax effective and which better preserve an estate for the intended beneficiaries. Scott advises individuals, trustee companies, accountants, financial advisers and other legal firms and their clients. Scott heads up McCullough Robertson’s Equity and Private Client section of the firm and is a regular speaker for the Queensland Law Society, TEN and The Tax Institute. - Current at 26 September 2017
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This was presented at Estate Planning .

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