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Notions, potions and magic charms presentation

Member Price: Free
Non Member Price: $15.00

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Published on 06 Aug 14 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • family provision
  • full range of benefits and advantages controlled by testators
  • relevant property transaction
  • types of notional estate
  • limits of notional estate.

Author profile

Therese Catanzariti
Photo of author, Therese CATANZARITI Therese Catanzariti of 13 Wentworth Chambers has expertise in wills and estates, particularly involving small to medium businesses, superannuation and discretionary trusts. She was admitted as a solicitor in 1992 and was a senior associate in corporate and commercial/tax at Mallesons (now King and Wood Mallesons) before moving to Europe for an extended period. She was called to the NSW Bar in 2010. - Current at 17 October 2019
Click here to expand/collapse more articles by Therese CATANZARITI.

 

This was presented at NSW 11th Annual Estate & Business Succession Planning .

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

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Exiting a private corporate structure

Author(s):  Kelvin FITZALAN,  Ryan Smith

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SMSF estate planning

Author(s):  Craig DAY

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“Notions, potions and other magic charms” – Notional estate and family provision

Author(s):  Therese CATANZARITI

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Exit of minority shareholders

Author(s):  Christelle Santelli

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In superannuation and estate planning even the best laid plans can go astray

Author(s):  Lisa ODDO

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If you have assets or entities offshore – How certain can you be that they will pass intact to the next generation?

Author(s):  Ken SCHURGOTT

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Further details about this event:

 

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