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An adviser’s guide to administering an estate presentation

Published on 23 Dec 18 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • probate
  • letters of administration
  • locating and securing the will
  • duties of executors
  • rights and powers of executors
  • issues with death certificates.

 

 

Author profile

Joseph Anderson ATI
Joe has had a diverse and varied career across a range of practice areas, both in Australia and overseas, which has included working for large multi-national law firms and as in-house counsel for the operator of the Australian Securities Exchange, ASX Limited. As the head of the Wills and Estates team at Mellor Olsson, Joe now focusses on providing advice in four key areas; estate and succession planning, business restructuring, superannuation and estate administration. - Current at 12 February 2019

 

This was presented at 2018 SA Succession Planning Day .

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