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Will we or won’t we? Heaven can’t wait: An accountant’s perspective on estate planning and sundry estate taxation matters paper

Published on 21 Feb 17 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • estate planning introduction
  • estate planning considerations
  • the estate plan
  • control of non-estate assets
  • other estate planning considerations.

Author profile

Dudley Elliott CTA
Dudley is a Director with Trove Advisory Group. He has over 30 years’ experience in advising businesses on taxation issues, structuring, financing and exit strategies. Dudley commenced his career in the early 1980’s in banking, before moving into public accounting in 1988 firstly with BDO and then later with to Deloitte where he became a partner in 1999. In 2007, Dudley left Deloitte to establish his own practice advising clients and other practices. This has evolved into Trove Advisory Group which operates from Subiaco. Dudley is a recognised taxation specialist, he holds a Masters of Taxation and is a Chartered Accountant. He is a Chartered Tax Advisor and a Senior Fellow of FINSIA. - Current at 24 September 2020
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This was presented at Estate Planning Day .

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

Individual sessions

Case law and practical issues relating to enduring powers of attorney and enduring powers of guardianship

Author(s):  Sally BRUCE

Materials from this session:




Further details about this event:

 

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