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Cutting edge estate planning techniques video


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Member Price: $74.25
Non Member Price: $90.75

Publication date: 21 May 15 | Source: NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Abstract:
This video is a filmed session from the NSW 8th Annual Tax Forum, powerpoint slides are incorporated with the presentation.

This video discussed tools, tips and new techniques practitioners are utilising to help families achieve their succession planning objectives including:

  • family constitutions/deed of family arrangements - what they are, what they cover and how to make them work well
  • how do they help address family law and asset protection issues?
  • what to look out for when reviewing family group structures
  • interlocking wills and testamentary trusts
  • dealing with control and ongoing business management.

Purchase individual materials from this session:

Estate Planning Video Package
Author(s):  Adrian ABBOTT,  Kevin J MUNRO

Author profiles

Adrian Abbott CTA
Adrian is a tax consultant and brings 35 years’ experience in accounting and tax for his widely diverse client base. In the last five years he has focused on risk reviews and dispute resolution with the ATO and the OSR. He is a member of the Taxation Institute's Dispute Resolution Committee and promotes to Practitioners the benefits of the ATO's initiative in the facilitation process. - Current at 07 March 2018
Click here to expand/collapse more articles by Adrian ABBOTT.
Kevin Munro CTA
Kevin Munro is a solicitor and principal of Munro Lawyers. He has 40 years’ experience in tax and superannuation, forming his own firm, Munro Lawyers (initially called Kevin Munro & Associates) in 1994. Kevin provides advice to clients, particularly professional firms and their clients, in respect of tax planning, superannuation, estate planning and wills, and he regularly acts as a consultant for other professional firms. Kevin is active in professional education and gives lectures and workshops for various professional organisations. He was a member of the NSW Law Society’s Advisory Committee for Small Business Accreditation. Kevin is a Certified Tax Practitioner of the Tax Institute and a fellow of the Society of Trustees and Estate Planners. Kevin also holds a Masters Degree in Commerce, a Bachelors Degree in Agricultural Economics and Diploma of Law, and is a 1979 Churchill Fellow. - Current at 21 July 2017
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