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Aspects of estate planning for tax practitioners paper

Member Price: $57.00
Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 17 Oct 09 by TASMANIAN DIVISION, THE TAX INSTITUTE

This paper covers a number of current estate planning topics of interest to tax practitioners, including:

  • trust distributions and risks for tax practitioners
  • the nature of testamentary trusts - and why they are not all the same - risks for tax practitioners
  • the value of having appointors in testamentary discretionary trusts
  • the risk for tax practitioners in holding down a formal (non advisory) role in clients' trusts.

Author profile

Peter WORRALL

 

This was presented at 2009 Tasmanian State Convention .

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Aspects of estate planning for tax practitioners

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