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A selection of practical issues arising in the context of wills and estates 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 18 Oct 18 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • what is a digital asset?
  • how do you transfer ownership into the name of the executor?
  • should digital assets be specifically recorded in some form of listing?
  • crypto currency
  • social media assets
  • making use of social media assets to communicate bad news efficiently
  • flow on impacts from Bamford.

 

Author profiles

David Williams CTA-Life
Photo of author, David Williams David Williams, CTA (Life) is a Strategic Adviser in relation to taxation matters operating principally in Sydney. He has been involved in taxation, death duty and estate planning matters for over 45 years, the last 15 as a sole practitioner and prior to that as a partner at an international law firm. He drafted his first will in 1968 and his most recent last week with quite a few in between. During that time he has written and presented extensively on a wide range of subject matter. David was the President of The Tax Institute in 2010. - Current at 19 September 2018
Click here to expand/collapse more articles by David Williams.
Louise Williams
Louise Williams is a social media consultant. Her most recent engagement was as social media co-ordinator on a feature film made by a subsidiary of Universal Pictures in respect of its release in Australia [Sydney Film Festival and other Australian festivals and then broadening into mainstream cinema] and is increasingly being called upon to advise in this area in connection with the interface of social media and death/incapacitating events. - Current at 19 September 2018

 

This was presented at NSW 15th Annual Estate & Business Succession Planning .

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

Individual sessions

Buy-sell agreements – Death is easy, beware the drafting failures

Author(s):  Peter BOBBIN

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Cross border elements in estate planning

Author(s):  John BALAZS

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Brats & bitches - Recent developments in family provision law and practice

Author(s):  Therese CATANZARITI

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Superannuation and estate planning

Author(s):  Mark WILKINSON

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A selection of practical issues arising in the context of wills and estates

Author(s):  David Williams,  Louise Williams

Materials from this session:

Estate planning and the use of testamentary trusts

Author(s):  Andrew FRANKLAND

Materials from this session:

Capacity, consent, informed consent, undue influence and duress

Author(s):  Richard NEAL,  Caroline Sims

Materials from this session:

Further details about this event:

 

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