Your shopping cart is empty
Estate planning for blended families presentation
Published on 24 Aug 09 by QUEENSLAND DIVISION, THE TAX INSTITUTE
This presentation covers topics including:
- what is a blended family?
- what key information do we need to advise properly?
- estate v non-estate assets
- testamentary trusts.
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
This was presented at Estate Planning: Private Client Issues .
Get a 20% discount when you buy all the items from this event.
Individual sessions
Estate planning for melded and blended families
Author(s): Sean MCMAHON, Jane BLAKEMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Restructuring the family group for an estate plan
Author(s): Mark WESTMaterials from this session:
-
insert_drive_file
Testamentary trusts
Author(s): Laura HANRAHANMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Family law and estate planning
Author(s): Justine WOODSMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Family provision applications
Author(s): John DE GROOTMaterials from this session:
-
insert_chart
Super death benefits
Author(s): Lyn FORMICAMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Further details about this event:
Copyright Statement
The Tax Institute is Australia's leading professional association and educator in tax providing the best resources, professional development and networks.