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Passing your nest egg on death or earlier paper

Member Price: $57.00
Non Member Price: $75.00

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Published on 05 Mar 14 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • changing control/ownership during lifetime – companies
  • trusts – changing control
  • passing your nest egg on death
  • Bankruptcy Act considerations.

Author profile

Jennifer Yeo CTA
Jennifer Yeo is the founding director of Evora Legal, a boutique tax and private client practice which is inspired by a desire to provide top-tier tax and legal expertise that clients need and trust without the constraints of a large law firm. Jennifer specialises in providing tax advice in relation to all aspects of federal and state taxes and international tax matters. Jennifer has expertise in advising on tax-effective business and family planning strategies associated with succession, asset protection and wealth management with respect to Australian and worldwide assets. - Current at 18 June 2018
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This was presented at Building blocks for estate planning .

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

Individual sessions

An overview of your client’s estate planning

Author(s):  Peter BOBBIN

Materials from this session:

The role of advisers and estate planning

Author(s):  Michael Perkins

Materials from this session:

Passing your nest egg on death or earlier

Author(s):  Jennifer YEO

Materials from this session:

Where does a power of attorney fit in with your client’s estate planning?

Author(s):  Nick GANGEMI

Materials from this session:

Where does a guardianship agreement fit in with your client’s estate planning

Author(s):  Claire Williamson

Materials from this session:

Further details about this event:

 

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