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Staying relevant and making money how accountants can build an estate planning practice paper

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Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 21 May 15 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • estate planning as part of your firm
  • what value can an accountant can add to the estate planning process?
  • what is legal advice
  • how to approach estate planning
  • the need to review the client’s estate plan.

Author profile

Ian Tindale FTI
Ian is a Director of Redchip Lawyers. He heads the Business Structuring and Planning group in the firm. Ian is particularly well known for his work in estate planning and asset protection including drafting testamentary trusts and business wills. He works closely with other industry professionals in accounting, insurance and financial services to provide both them and their clients with expert legal advice and documentation regarding personal and business risk management. - Current at 07 April 2015

 

This was presented at Estate and Business Succession Planning .

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

Individual sessions

Death and taxes - It is not too late

Author(s):  Melanie Costin

Materials from this session:

Asset protection update

Author(s):  John Ioannou

Materials from this session:

Transition planning

Author(s):  Peter J MCKNOULTY

Materials from this session:

Pre-will structuring to achieve estate planning outcomes

Author(s):  Kate McQueeney,  Greg CAHILL

Materials from this session:

Staying relevant and making money how accountants can build an estate planning practice

Author(s):  Ian Tindale

Materials from this session:

Estate planning for offshore assets and entities

Author(s):  Peter VILAYSACK,  Ian BURGESS

Materials from this session:

Superannuation - Family & intergenerational Planning

Author(s):  Neal DALLAS

Materials from this session:

Further details about this event:

 

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