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Workshop 2: Estate planning matters – being ready for planned and unplanned events paper

Published on 18 Nov 21 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers the questions and answers for workshop 2 estate planning matters.

Author profiles

Geoff Stein CTA
Geoff Stein, CTA, is a partner of Brown Wright Stein Lawyers. Geoff has been a lawyer in Sydney for over 25 years, specialising in commercial and tax law. He is one of only a few New South Wales Law Society Accredited Specialists in taxation law. He works extensively with many accounting firms to assist their clients and gains great satisfaction knowing he is also helping them build their practices. Geoff advises clients on tax, trust law, estate planning, and general commercial issues. He has developed an in-depth understanding of the legal challenges faced by business owners. - Current at 16 July 2020
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Emma Woolley CTA
Emma has extensive experience in advising clients in estate planning and estate administration, trust establishment and ongoing administration, trust estate disputes, and structuring for succession of ownership and control of private and family businesses. She leads Hall & Wilcox Lawyers’ Private Client practice. Emma’s clients include high net worth individuals, families and privately held businesses. - Current at 20 June 2022
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Paul Bannister
Paul is a Chartered Accountant and a Partner at Grant Thornton, leading their tax division in Brisbane. He has over 25 years experience working with clients to help them navigate through complex and potentially risky tax and commercial issues. His expertise includes domestic and international tax planning, transaction advisory and support, superannuation structuring and advice, succession planning and estate planning. Paul has presented at many professional and business forums, both in Australia and internationally. He is also a contributing author to Thomson Reuter’s Financial Planning Handbook. - Current at 01 June 2015
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Linda FARMER
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Mark Morris FTI
Mark is the Principal of Morris and Associates which is a consulting firm advising a diverse range of public companies, private family groups and practitioners on complex tax matters including business structuring, mergers and acquisitions, employment taxes and succession planning. Mark has over 36 years experience in the tax profession having held senior roles in chartered accounting, commerce and academia. He is also the Co-Chair of the ATO’s Digital Implementation Group and a member of the NTLG FBT Working Group and the Tax Practitioners Stewardship Group. He is also a regular speaker and author on tax matters. Mark is a registered tax agent, a member of The Tax Institute and CPA Australia and has been admitted to practice as a solicitor in Victoria. - Current at 16 August 2021
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Andrew O'Bryan CTA
Andrew is a Partner at Hall & Wilcox Lawyers and provides advice on the application of a wide range of taxation. He has substantial knowledge of taxation and commercial practice and advises his clients on income tax, capital gains tax, tax audits and reviews, fringe benefits tax, business structuring and transactions, liquidations and reconstructions, superannuation, retirement planning, business succession, estate planning, and philanthropy. Andrew advises accounting and legal firms on their clients’ affairs. He also draws clients from industry, commerce and high-net-worth private family groups. One of his main interests is advising private business owners on the transition of management and control of family businesses to the next generation. Andrew has been recognised in the The Best Lawyers in Australia in Tax Law every year since 2014 and is a leading tax lawyer in Victoria in Doyle's Guide to the Australian Legal Profession. - Current at 12 November 2019
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Prue Poole
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Rachel Vijayaraj CTA
Photo of author, Rachel Vijayaraj Rachel is a senior associate at Brown Wright Stein Lawyers with a broad practice advising individuals and SME owners on commercial, tax, trust, estate planning and deceased estate matters. Rachel values forming meaningful relationships with clients and providing advice in collaboration with their accountants on their personal, business and tax affairs. Rachel also heads up the not-for-profits practice, assisting clients establish charitable funds and organisations. - Current at 12 August 2021
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This was presented at 29th Noosa Tax Intensive .

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

Individual sessions



ATO Hot Topics

Author(s):  Louise Clarke

Materials from this session:


Workshop 1: Structuring/restructuring for a new dawn

Author(s):  Martin BOOTH,  Jacquii Reeves,  Leo Efthivoulou,  Michelle HARTMAN,  John MIDDLETON,  Melinda Peters,  Sally Preston,  Kim Reynolds,  Jodie Robinson

Materials from this session:

Workshop 2: Estate planning matters – being ready for planned and unplanned events

Author(s):  Geoff STEIN,  Emma WOOLLEY,  Paul Banister,  Linda FARMER,  Mark MORRIS,  Andrew O'BRYAN,  Prue Poole,  Rachel Vijayaraj

Materials from this session:

Further details about this event:

 

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