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REPLAY: Death & Taxes - Estate Planning Overview

0:00 Total CPD

In Part 1 of our estate planning series, "Death & Taxes" with Nathan Yii, we explore:

  • What is estate planning?
  • Ownership structures and overview of how they are dealt with in the estate plan
  • Testamentary trusts and their uses in modern estate planning
  • Passing control of discretionary trusts
  • Dealing with superannuation death benefits
  • Tips and traps for effective estate tax planning

Date recorded: 19 May 2022

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