shopping_cart

Your shopping cart is empty

Estate planning for the retiree 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 09 Nov 06 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • planning the estate plan
  • family provisions
  • testamentary trusts
  • family law and bankruptcy impacts
  • drafting a tax effective will
  • enduring powers of attorney, guardianship and advanced health directives
  • practical tips and traps.

Author profile

Sean McMahon
Sean McMahon FTIA is Managing Partner of McMahon Clarke Legal (MCL) and heads the MCL Private Client division. Sean has over 10 years experience advising private clients and commercial clients on funds management, financial services and private client matters. Sean works collaboratively with clients and their advisors on business structuring and succession as well as all aspects of his clients’ personal estate planning. - Current at 03 September 2010
Click here to expand/collapse more articles by Sean MCMAHON.

 

This was presented at My Client the Retiree .

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

Individual sessions

Estate planning for the retiree

Author(s):  Sean MCMAHON

Materials from this session:

Keeping the funds working for you in retirement

Author(s):  Peter VILAYSACK

Materials from this session:

Business succession and exit issues

Author(s):  Justin BYRNE

Materials from this session:

Superannuation goes boom

Author(s):  Chris WYETH

Materials from this session:

Further details about this event:

 

Copyright Statement