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The professional acting as an executor and trustee - From date of grant podcast
Published on 16 Feb 12 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE
This podcast covers:
- collection of assets - Generally
- opening the estate bank account
- payment of debts
- payment of legacies
- passing of accounts
- legal costs
- income tax.
Please note this podcast has a lot of background noise but the speaker can be heard.
Author profile
Susan Fielding
Susan Fielding was admitted to practice in 1970 and practised initially in a wide area of law. Before retirement in 2019 she practised mainly in the area of succession planning, guardianship and administration, probate, administration of estates and trusts and powers of attorney. She is a Life Member of the Law Society of Western Australia having served on its Property Law and Education Committees, the Public Purposes Trust Investment Advisory Committee and the Elder Law and Succession Law Committee and as a representative to the Law Council’s Elder Law and Succession Law Committee. Since 2010 she has edited the College of Law Western Australian Practice Papers on Wills, Probate and Estate Administration. She was the Chair of STEP in Western Australia and as an inaugural committee member of the STEP Mental Capacity Special Interest Group she served on that committee for nine years. In 2022 she was the recipient of a STEP Founder’s Award and in 2023 she was invited to join the Editorial Board for the STEP Journal. She is a regular speaker on a wide range of topics, including capacity, both in Australia and internationally. - Current at 28 May 2024
This was presented at A Position of Trust .
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Individual sessions
The professional acting as an executor and trustee - From date of grant
Author(s): Susan FieldingMaterials from this session:
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The professional acting as an executor and trustee - From date of death to date of grant
Author(s): Elizabeth HeenanMaterials from this session:
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