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Estate Planning Day

Published on 21 Feb 2017 | Took place at City West Receptions, Perth, WA

This event focused on estate planning issues relevant to the WA practitioner. The day concluded with a workshop exploring real life examples of tax issues encountered by tax advisers if appointed an executor of an estate.

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

shopping_cart Add all items to cart - $276.00
Individual sessions

Case law and practical issues relating to enduring powers of attorney and enduring powers of guardianship

Author(s):  Sally BRUCE

This paper covers:

  • legal capacity
  • enduring powers of attorney
  • enduring powers of guardianship.
Materials from this session:

Will we or won’t we? Heaven can’t wait: An accountant’s perspective on estate planning and sundry estate taxation matters

Author(s):  Dudley Elliott

This paper covers:

  • estate planning introduction
  • estate planning considerations
  • the estate plan
  • control of non-estate assets
  • other estate planning considerations.
Materials from this session:

Limited and special grants of probate and administration

Author(s):  Richard Williams

This paper covers:

  • limited grants
  • special grants
  • different types of grants.
Materials from this session:

Disputes involving the construction of wills

Author(s):  Richard Williams

This paper covers:

  • general principles of construction
  • the Importance of extrinsic evidence
  • procedure
  • some recent cases
  • rectification distinguished
  • applications for judicial advice.
Materials from this session: