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Where does a guardianship agreement fit in with your clients estate planning presentation

Published on 05 Mar 14 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • what is an enduring guardian?
  • decisions that can be made
  • other functions can be included
  • limits of decisions
  • importance to estate planning
  • selection of an enduring guardian.

Author profile

Claire Williamson CTA
Claire is a Special Counsel at McCabe Curwood specialising in estate and succession planning. Claire provides holistic and practical advice to clients on strategies that will pass their wealth to their beneficiaries in a considered and tax effective manner. Claire has expertise in advising clients who have complex financial structures and clients with personal circumstances that require bespoke solutions, to ensure the estate plan is effective in achieving the client’s objectives. - Current at 13 November 2019
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This was presented at Building blocks for estate planning .

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

Individual sessions

The role of advisers and estate planning

Author(s):  Michael Perkins

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