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Critical Issues in Estate Planning

Published on 01 Nov 2007 | Took place at City West Function Centre, West Perth, WA

This seminar highlighted the critical issues to consider when analysing an estate plan for your clients, including:
- everything you need to know about testamentary trusts
- reviewing the trust deed of a discretionary trust in five minutes
- how best to deal with superannuation death benefits
- the major issues regarding Enduring Powers of Attorney.

Individual sessions

Critical issues in estate planning

Author(s):  Daniel FRY,  Alan KRAWITZ

This paper highlights the critical issues to consider when analysing an estate plan for your clients, including:

  • everything you need to know about testamentary trusts:
    • how they are utilised
    • their income tax, stamp duty and land tax implications
    • family law considerations
  • reviewing the trust deed of a discretionary trust in five minutes
  • how best to deal with superannuation death benefits
  • the major issues regarding Enduring Powers of Attorney.
Materials from this session: