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Cross border elements in estate planning paper

Published on 18 Oct 18 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • connecting factors
  • death and taxes
  • some planning issues
  • other matters.

Author profile

John Balazs CTA
John Balazs is a partner in boutique Sydney firm BLW LLP. He was a tax partner at Baker & McKenzie, Sydney for 10 years from 1998, and the senior tax partner for most of that time. John has established himself as a leading practitioner in income tax, with a particular emphasis on international tax. A graduate of the University of Sydney, John has a Master of Laws (First Class Honours). Prior to joining Baker & McKenzie, John was a partner of Ernst & Whinney and then Ernst & Young before joining Price Waterhouse Europe as a partner. Whilst with Price Waterhouse, John led the tax practice in Hungary in the period immediately following the end of communism - Current at 19 September 2018
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This was presented at NSW 15th Annual Estate & Business Succession Planning .

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

Individual sessions

Buy-sell agreements – Death is easy, beware the drafting failures

Author(s):  Peter BOBBIN

Materials from this session:



Superannuation and estate planning

Author(s):  Mark WILKINSON

Materials from this session:




Further details about this event:

 

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