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An adviser’s guide to administering an estate paper

Member Price: $57.00
Non Member Price: $75.00

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 23 Nov 18 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • probate, letters of administration and dealing with the Probate Registry
  • locating and securing the last will
  • duties of an executor or administrator
  • issues with death certificates
  • calling in assets and paying liabilities.

Author profile

Joseph Anderson
Joe has had a diverse and varied career across a range of practice areas, both in Australia and overseas, which has included working for large multi-national law firms and as in-house counsel for the operator of the Australian Securities Exchange, ASX Limited. As the head of the Wills and Estates team at Mellor Olsson, Joe now focusses on providing advice in four key areas; estate and succession planning, business restructuring, superannuation and estate administration. - Current at 12 February 2019

 

This was presented at 2018 SA Succession Planning Day .

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

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Testamentary trusts – The need for integrity, effectiveness and quality

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An adviser’s guide to administering an estate

Author(s):  Joe Anderson

Materials from this session:

Further details about this event:

 

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