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Act as an executor? A service for clients or living the nightmare? 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 08 Feb 13 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers the types of claims an Executor may face or may need to manage, including:

  • claims against the will
  • Family Provision Act claims
  • claims of disposal of assets in lifetime
  • trustee of SMSF
  • family law claims
  • settlement of a dispute – taxation considerations.

Author profile

Craig McKie CTA
Photo of author, Craig MCKIE Craig's areas of specialisation include personal estate planning, business succession planning, trusts, commercial law for family businesses, estate administration including disputed estates. Craig has 27 years' experience in legal and commercial positions including 7 years overseas in the trust and financial services industry. Positions held by Craig have included a solicitor for a large law firm, in-house counsel and director of a Bank trustee company and a partner of a specialist tax law firm. Craig is currently in sole practice. Craig graduated from The University of Western Australia in 1984 and has been a solicitor since 1985. Memberships include the Tax Institute of Australia, the Law Society of WA, Society of Trust and Estate Practitioners and Craig is on the Roll of Solicitors, England. - Current at 05 December 2012
Click here to expand/collapse more articles by Craig MCKIE.

 

This was presented at Estate Planning Day 2013 .

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

Individual sessions

Estate planning and superannuation

Author(s):  Jemma SANDERSON

Materials from this session:

UK inheritance tax

Author(s):  Colleen Handy

Materials from this session:

Challenges to wills

Author(s):  Sally BRUCE

Materials from this session:

Interaction between family law and succession law

Author(s):  Andrew DAVIES

Materials from this session:

Act as an executor? A service for clients or living the nightmare?

Author(s):  Craig MCKIE

Materials from this session:

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