shopping_cart

Your shopping cart is empty

Critical issues in 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 01 Nov 07 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation highlights the critical issues to consider when analysing an estate plan for your clients, including:

  • everything you need to know about testamentary trusts:
    • how they are utilised
    • their income tax, stamp duty and land tax implications
    • family law considerations
  • reviewing the trust deed of a discretionary trust in five minutes
  • how best to deal with superannuation death benefits
  • the major issues regarding Enduring Powers of Attorney.

Author profiles

Daniel Fry CTA
Daniel is a partner of EY Law specialising in the provision of legal and tax services to high net worth individuals and their related companies and trusts. He is a chartered accountant and solicitor who has over 20 years of experience in revenue law. He practises in all areas of tax and duty but has a particular focus on superannuation, estate planning, trusts, business structuring, capital gains tax and dealing with the ATO in relation to tax disputes. Daniel is also a Chartered Tax Adviser of The Tax Institute and currently serves as a member of the state council for its WA division. Daniel has been named in Doyle’s Guide as one of the leading tax lawyers in WA and is a key member of the EY Law team in Perth that was recognised as the leading tax law firm in WA in 2016 and 2017. - Current at 15 March 2018
Click here to expand/collapse more articles by Daniel FRY.
Alan Krawitz CTA
Alan Krawitz, CTA is a Director of Smailes Krawitz, a boutique law firm that specialises in tax advice, tax disputes, wills and estates, trusts and commercial law on behalf of privately owned enterprises, high net worth individuals and family offices . In the 2022 edition of Doyle’s Guide for Western Australia, the firm was ranked as a First-Tier firm in the category of “Leading Tax Law Firms” and was ranked equal second in the category “Leading Wills, Estates & Succession Planning Law Firms”. Alan provides complex tax advice for private and family groups and high net worth individuals. He acts for taxpayers in disputes with the Australian Taxation Office, including matters filed in the Federal Court of Australia and the Administrative Appeals Tribunal. Alan provides estate plans of highly prominent individuals in Australian corporate life and acts for clients in relation to disputes involving trusts and estates. Alan is admitted as a lawyer of the Supreme Court of Western Australia and is entitled to practice in the High Court of Australia, the Federal Court of Australia and the Administrative Appeals Tribunal. - Current at 04 July 2023
Click here to expand/collapse more articles by Alan KRAWITZ.

 

Individual sessions

Critical issues in estate planning

Author(s):  Daniel FRY,  Alan KRAWITZ

Materials from this session:

Further details about this event:

 

Copyright Statement