2025 Deceased estates

Trickier tax issues in estates

 

Dealing with deceased estates always requires careful attention and the need to ensure your client, the LPR of the deceased, is aware of the extent of their personal liability for tax. This session is a practical look at some of the trickier and sometimes unexpected tax issues that may arise; sometimes many years after the death of the testator including:

  • Life interests
  • Non-resident beneficiaries or LPRs
  • Testamentary trusts; and
  • Land tax.

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2025 Deceased estates

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