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Estate planning in hindsight paper

Published on 05 Aug 16 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • a gift with unintended diminished value
  • liability to non-clients
  • third party “instructions” & undue influence
  • verification of client instructions
  • review of relevant documents
  • considering relevant legislation
  • trusts.

Author profile

Andrew Dunncliff
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This was presented at Family Business: Now and into the future .

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Estate planning in hindsight

Author(s):  Andrew Dunncliff

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