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The A—Z of estate planning 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 23 Oct 08

This paper covers:

  • tax effective wills
  • the importance of a holistic approach to estate planning
  • family provisions
  • particular issues arising from blended families
  • administering an estate in bankruptcy and what you didn't realise about claw backs.

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
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This was presented at Estate Planning: Practical & Strategic .

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

Individual sessions

The A—Z of estate planning

Author(s):  Sean MCMAHON

Materials from this session:

Instalment warrants

Author(s):  Neal DALLAS

Materials from this session:

Charitable gifts

Author(s):  Heather WATSON

Materials from this session:

Charitable trusts

Author(s):  Frances FREDRIKSEN

Materials from this session:

Small business concessions – estate planning

Author(s):  Michael BALLANS

Materials from this session:

Family provision applications

Author(s):  John DE GROOT

Materials from this session:

Trust cloning

Author(s):  Steven GRANT

Materials from this session:

Further details about this event:

 

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