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Estate planning in hindsight 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 05 Aug 16 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • a gift with unintended diminished value
  • liability to non-clients
  • third party “instructions” & undue influence
  • verification of client instructions
  • review of relevant documents
  • considering relevant legislation
  • trusts.

Author profile

Andrew Dunncliff
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This was presented at Family Business: Now and into the future .

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Individual sessions

Family governance

Author(s):  Judith CHOATE

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Estate planning in hindsight

Author(s):  Andrew Dunncliff

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