A Position of Trust

Published on 16 Feb 2012 | Took place at City West Receptions, West Perth, WA

This event discusses the implications when a professional acts as an executor and trustee.

This event was separated into two parts. The first part outlines the obligations and duties of the executor upon the testator's death, including securing tthe assets, arranging the funeral and applying for a grant of probate.

The second part of the event covered actions after the grant has been obtained, including getting in the assets, tax considerations, preparing accounts, distribution, investment and management of ongoing trusts.

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A Position of Trust

Individual sessions

The professional acting as an executor and trustee - From date of grant paper

The professional acting as an executor and trustee - From date of grant podcast

The professional acting as an executor and trustee - From date of death to date of grant paper

The professional acting as an executor and trustee - From date of death to date of grant podcast

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A Position of Trust

Individual sessions

The professional acting as an executor and trustee - From date of grant

Materials from this session:

The professional acting as an executor and trustee - From date of grant paper

The professional acting as an executor and trustee - From date of grant podcast

The professional acting as an executor and trustee - From date of death to date of grant

Materials from this session:

The professional acting as an executor and trustee - From date of death to date of grant paper

The professional acting as an executor and trustee - From date of death to date of grant podcast

Explore

Membership

Social