shopping_cart

Your shopping cart is empty

The estate planning process presentation

Member Price: Free
Non Member Price: $15.00

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 13 May 05 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • working within a framework
  • identification of assets, liabilities and beneficiaries
  • drafting a tax effective will
  • enduring powers of attorney, guardianship and advance medical directives
  • when and how to use discretionary trusts
  • emerging trends
  • practical traps and tips.

This was also presented at the 2005 North Queensland Convention in Townsville on 19 May 2005.

Author profile

Dr John De Groot
John is a leading specialist in Wills and Estate Law and author of a number of publications on the subject. For many years, John was the Director of Legal Practice of the Law Faculty at the Queensland University of Technology, having responsibility for the faculty’s legal training programs for graduates seeking admission as solicitors or barristers in the State. John retired from QUT in 1999 to return to full time private practice with de Groots Wills & Estate Lawyers. - Current at 26 September 2017

 

This was presented at Estate Asset & Business Succession Planning .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Superannuation in estate planning

Author(s):  Chris WYETH

Materials from this session:

Asset Protection & Implications for Estate Planning

Author(s):  Greg CAHILL

Materials from this session:

How to deliver an effective estate planning service

Author(s):  Brant DILLON

Materials from this session:

Business succession planning

Author(s):  Matthew BURGESS

Materials from this session:

The estate planning process

Author(s):  John DE GROOT

Materials from this session:

Further details about this event:

 

Copyright Statement