Avoiding Tax Nasties in the Estate Plan

The process of estate planning can cover a number of different aspects and objectives. One of those should be how any potential tax issues are addressed. This session looks to identifying the tax issues that may require careful consideration when putting the plan into place to assist in avoiding any adverse tax consequences when the estate plan is put into practice, including:

- Identifying the type of tax issues that could arise relating to the main residence
- Identifying potential tax issues for investments held individually or as tenants in common
- How potential tax issues for assets held in a trust or company may impact on respective beneficiaries and future shareholders
- Practical worked examples

This is just one example of what you can access via the Accountants Webinar Select package. Get your complimentary Access pass to explore more.

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Speaker: Patrick Ellwood is a lawyer with over a decade of experience assisting high net worth individuals and family business owners. He is the founder of Clover Law, an Australian law firm specialising in tax structuring, estate planning, superannuation and asset protection.

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By: TEN The Education Network
Title: Avoiding Tax Nasties in the Estate Plan
Sourced From: www.youtube.com/watch?v=Kj3V_BwL0pI


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