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Principles of estate planning
Published on 20 Nov 01 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This seminar paper explains why you should revamp your will drafting and probate practice to accommodate taxation issues.
Author profile
Andrew Frankland CTA
Andrew Frankland, CTA is a partner at Bartier Perry Lawyers and holds qualifications in both accounting and law. He has many years’ experience providing comprehensive estate and business succession planning services including structuring, tax advice and the implementation of all relevant documentation. The 2017 Doyles Guide listed Andrew as a Leading Lawyer in NSW and a Recommended Lawyer for Australia in the area of Wills, Estates & Succession Planning - Current at 19 September 2018
This was presented at All You Need To Know About Estate Planning .
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Individual sessions
Introductory estate planning
Author(s): Peter HOGANMaterials from this session:
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Assets owned by individuals/trustees of discretionary trust
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Superannuation and estate planning
Author(s): Andrew SKINNERMaterials from this session:
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Business succession planning
Author(s): Peter BOBBINMaterials from this session:
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Principles of estate planning
Author(s): Andrew FRANKLANDMaterials from this session:
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