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The Estate Planning Process - Timeline 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 22 Oct 03 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Topics briefly covered in this powerpoint presentation include:
- Drafting a tax effective Will
- Identification of assets, liabilities and beneficiaries
- Enduring powers of attorney, guardship and advance medical
- Applying for probate
- When and how to use testamentary trusts effectively
- Executor's duties and liabilities
- Procedure for administration of estates
- Date of death tax return for the deceased and tax returns for the estate; implications for executor and beneficiaries

Author profile

Richard Neal
Richard Neal has been in practice as a solicitor in NSW since 1973, and is a partner in the firm of Teece Hodgson & Ward, Sydney. He has presented seminars and workshops, and also participated in panel discussions in the areas of Wills and estates law, power of attorney, guardianship and advanced care directives from 1985 onwards. His work includes litigation, predominantly contested Probate, Family Provision cases and other Equity work, including shareholder and partnership disputes. He also does financial management and guardianship work, including in the Guardianship tribunal of NSW (now Guardianship Division of NCAT) Complex estate planning advice is a substantial part of his practice, and he also acts as an expert witness. - Current at 19 September 2018
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This was presented at 3rd Annual Estate & Business Succession Planning Intensive .

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

Individual sessions

Business Succession Planning

Author(s):  Ian ESDAILE

Materials from this session:

The Estate Planning Process - Timeline

Author(s):  Richard NEAL

Materials from this session:

Superannuation and Estate Planning

Author(s):  Stephen HEATH

Materials from this session:

Asset Protection and Estate Planning

Author(s):  Chris TSOVOLOS

Materials from this session:

Further details about this event:

 

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