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Setting the context: Why is advising in the area of estates increasingly important? paper

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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 18 Jul 19 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • the importance of proper advice
  • the threats of competition, disruption and deception 
  • practical solutions.

Author profile

Bryan Mitchell FTI
Bryan Mitchell, FTI is the managing director of Mitchells Solicitors. He is an Accredited Specialist in Succession Law and a full member of the Society of Trust & Estate Practitioners (“STEP”). Bryan & his firm are recognised leaders in Estate Planning and Estate Litigation in Australia. His practice works almost exclusively in the areas of Wills, Estates, Trusts & Elder Law. Bryan is a regular presenter. He is the recipient of the STEP Australia Masters Award 2023; immediate past Chair of STEP Australia; former Chair of STEP Queensland; Deputy Chair for the Queensland Law Society (“QLS”) Succession Law Policy Committee; Deputy Chair of the QLS Succession Law Specialist Accreditation Advisory Committee; and member of the University of Queensland Law School Advisory Board. - Current at 21 June 2023
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This was presented at 2019 Death...and Taxes Symposium .

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Setting the context: Why is advising in the area of estates increasingly important?

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