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SAM MCCULLOUGH PRESENTED A WORKSHOP FOR THE TASMANIAN CONVENTION OF THE TAX INSTITUTE


Sam McCullough, a Director of Worrall Lawyers, presented a workshop for the Tasmanian Convention of the Tax Institute in Hobart on 13 October 2016.

Estate Planning is a means to an end – the clear, controlled and (ideally) tax effective administration and distribution of wealth following the death of the person who controls it. Tax considerations abound at all stages, and knowing how to identify and deal with them can be important for the Willmaker, their Executor, their beneficiaries and (of course) their advisers.

This interactive and practical workshop included three case studies, each starting at the planning stage for the client, and progressing through the administration of their estate and related structures

  • Death of a Family Business Patriarch
  • Super Pension vs Testamentary Discretionary Trust: Revenge of the Minor Child
  • To my Executor, I Leave my Tax Problems

It also included a hypothetical about how an Inheritance Tax in Australia would stack up if it replaced the current tax treatment of estates.

Worrall Lawyers congratulates Sam for this significant achievement to present about a subject on which he is an expert.

You can see Sam’s full profile and contact him here.

For more information about this Seminar or Event, or to register your involvement where applicable, please contact us using one of the options here, or by calling us on (03) 62238899.