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Estate planning for blended families paper

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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.
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Published on 18 Sep 09 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • life interests, life tenancies and other strategies
  • are mutual wills an option?
  • who should be trustee and what powers should they have?
  • what problems are arising in current court actions?

Author profile

Bernard O'Sullivan CTA
Bernie is the Director of Wills and Wealth Lawyers. - Current at 30 April 2025
Click here to expand/collapse more articles by Bernie O'SULLIVAN.

 

This was presented at Practical Issues for Succession Planning .

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Individual sessions

Hot issues for succession planning: Superannuation and death

Author(s):  Kim COWIE

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Passing control of family trusts

Author(s):  Graeme HALPERIN

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Demystifying buy-sell agreements

Author(s):  Paul HOCKRIDGE

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Estate planning for blended families

Author(s):  Bernie O'SULLIVAN

Materials from this session:

Further details about this event:

 

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