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

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

This paper covers:

  • what is a POA and what can it cover?
  • basic requirements
  • the Identity of the attorney
  • controlling the attorney.

Author profile

Dr Nicholas Gangemi CTA
Dr. Nick Gangemi, CTA, is a Director in the Tax Division in William Buck Chartered Accountants. Dr. Nick’s areas of expertise include corporate tax, international tax, indirect taxes such as payroll tax, tax litigation, high net worth individuals, trust law, and mergers and acquisitions. Prior to joining William Buck, Dr. Nick has worked in law and accounting firms, and was for several years a member of the NSW Bar. - Current at 22 July 2022
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This was presented at Building blocks for estate planning .

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

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