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Asset Protection and Estate Planning presentation

Member Price: Free
Non Member Price: $15.00

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 22 Oct 03 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Topics covered in this powerpoint presentation include:
- Asset protection strategies and structures
- Asset protection - divorce and family law
- Discretionary trust assets
- Family Court powers
- Claims against an estate - contesting a Will

Author profile

Chris Tsovolos FTI
Chris Tsovolos, FTI is focused on delivering private client services to families, individuals and privately held businesses across a range of personal and commercial tax issues. His clients rely on his strategic approach to personal and business succession planning, wealth protection and asset structuring. He also has significant experience in assisting clients with asset protective structuring and taxation planning and structuring. In respect of taxtion law, Chris also assists clients in dealing with ATO audits and reviews, including lodging objections and appeals against ATO assessments and NSW State Revenue Office determinations. Chris has lectured for Western Sydney University and regularly presents for the Chartered Accountants Australia and New Zealand, Tax Institute of Australia, Australian Society of Certified Practising Accountants and other associations in respect of topics that are part of the core areas of his practice. - Current at 02 November 2023
Click here to expand/collapse more articles by Chris TSOVOLOS.

 

This was presented at 3rd Annual Estate & Business Succession Planning Intensive .

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

Individual sessions

Business Succession Planning

Author(s):  Ian ESDAILE

Materials from this session:

The Estate Planning Process - Timeline

Author(s):  Richard NEAL

Materials from this session:

Superannuation and Estate Planning

Author(s):  Stephen HEATH

Materials from this session:

Asset Protection and Estate Planning

Author(s):  Chris TSOVOLOS

Materials from this session:

Further details about this event:

 

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