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A matter of trusts: An alternative to using estate proceeds trusts

Published on 01 Jul 17 by "TAXATION IN AUSTRALIA" JOURNAL ARTICLE

Disclaiming an interest in a deceased estate may trigger tax and/or duty, so care should be taken when considering this post death planning option.

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Edward SKILTON
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Robert Jeremiah CTA
Rob is a principal of Sladen Legal. He is accredited by the Law Institute of Victoria as a specialist in both Tax Law and Business Law and is on their Tax Law Specialisation Advisory Committee. He is on the Superannuation Industry Relationship Network of the ATO and is a member of the board and technical committee of SISFA. Rob is acknowledged as a leader in his field and is regularly asked to share his specialist knowledge on areas such as tax, superannuation, succession and estate planning and trusts. Rob has been a principal of Sladen Legal and its predecessor firm since 1981. - Current at 05 July 2018
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