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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 08 Apr 05 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • tax effective wills
  • defensive planning and drafting
  • identification of assets liabilities and beneficiaries
  • the use of discretionary trusts
  • enduring powers of attorney, guardianship and advance health directives.

Author profile

Peter PORCELLINI
Peter is a Lawyer employed by Munro Thompson Lawyers of Mooloolaba. He is in charge of Munro Thompson's Estates and Succession Planning Division. Peter holds a Bachelor of Laws degree and has been admitted to private practice since 1987. Peter is also a member of the Society of Trust and Estate Practitioners.
Current at 7 March 2005

 

This was presented at My Client the Retiree/Investor .

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

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Superannuation - creating the right balance

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Hot property issues

Author(s):  Murray GRAHAM

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Estate planning

Author(s):  Peter PORCELLINI

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Getting cash out of corporate structures

Author(s):  Paul SOKOLOWSKI

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Retiree investment structures (outside superannuation)

Author(s):  Brian J RICHARDS

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Investment strategies

Author(s):  Michael GOODWIN

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Further details about this event:

 

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