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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 is a solicitor in McCullough Robertson's Succession Law/Personal Client group. Scott specialises in estate litigation, estate administration and estate planning. Scott also holds degrees in commerce and economics and has many years experience in the banking sector working with financial planners.
Current at 9 July 2004

 

This was presented at Estate Planning.

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