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Estate planning: Have you got the bases covered? presentation
Published on 10 Aug 06 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE
This presentation attempts to provide some practical strategies to reduce the risks of a claim arising from a lack of estate planning. And, if a claim arises (no matter how it arises), it attempts to provide some practical strategies to reduce the quantum of a claim.
Author profile
Craig McKie CTA
Craig's areas of specialisation include personal estate planning, business succession planning, trusts, commercial law for family businesses, estate administration including disputed estates. Craig has 27 years' experience in legal and commercial positions including 7 years overseas in the trust and financial services industry. Positions held by Craig have included a solicitor for a large law firm, in-house counsel and director of a Bank trustee company and a partner of a specialist tax law firm. Craig is currently in sole practice. Craig graduated from The University of Western Australia in 1984 and has been a solicitor since 1985. Memberships include the Tax Institute of Australia, the Law Society of WA, Society of Trust and Estate Practitioners and Craig is on the Roll of Solicitors, England.
- Current at
05 December 2012
This was presented at Estate Planning: Tips, Traps & Strategies .
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Estate planning SMSF style
Author(s): Paul BERRESFORDMaterials from this session:
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Business succession - practical overview
Author(s): Adam LEVINMaterials from this session:
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Have you got the bases covered? Estate planning
Author(s): Craig MCKIEMaterials from this session:
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