PPT-Estate planning, superannuation and taxation

Ben Symons Barrister State Chambers Overview of Estate Planning Purpose 1 Protect assets in the event of bankruptcy marital breakdown or professional negligence . Why is Estate Planning Important?. It allows you, while you are still living, to ensure that your property will go to the people you want, in the way you want, and when you want. .. To control your personal and financial affairs after you no longer can because of death or incapacity (for yourself and your family). Diana S.C. Zeydel. Greenberg Traurig, LLP. 333 S.E. 2. nd. Avenue. Miami, FL 33131. 305-579-0575. zeydeld@gtlaw.com. New Estate Tax Law Summary. 2009. 2010. 2011-2012. 2013. 2014. Annual Exclusion Gifts (Don’t Count. Lew Dymond, Jr., Esq.. Control my property while I’m alive and well.. Provide for myself and my loved ones if I become disabled.. Give what I have:. To whom I want;. The way I want;. When I want.. Minimize the impact of taxes, professional fees, and court costs.. with Grant Abbott. Ten years ago Peter Costello introduced a revolution in superannuation – one that created confidence in superannuation and SMSFs. In the period of 18 months more than $100Bn had been contributed into super and the Golden Decade began.. IPA DISCUSSION GROUP SYDNEY. Ben Symons. Barrister – State Chambers. Overview of Estate Planning. Purpose:. (1) Protect assets – in the event of bankruptcy, marital breakdown, or professional negligence;. Wealth Strategist. Pam provides wealth counseling services to clients in the Los Angeles and Seattle offices of Goldman Sachs, focusing on estate and gift tax planning, generation-skipping transfer tax planning, income tax planning, and charitable giving strategies.  . IPA DISCUSSION GROUP SYDNEY. Ben Symons. Barrister – State Chambers. Overview of Estate Planning. Purpose:. (1) Protect assets – in the event of bankruptcy, marital breakdown, or professional negligence;. Professor Payne, Finance 4100. Learning Objectives. Understand the importance and the process of estate planning. Draft a will and understand its purpose in estate planning. Avoid probate. 2. Introduction. Diana S.C. Zeydel. Greenberg Traurig, LLP. 333 S.E. 2. nd. Avenue. Miami, FL 33131. 305-579-0575. zeydeld@gtlaw.com. New Estate Tax Law Summary. 2009. 2010. 2011-2012. 2013. 2014. Annual Exclusion Gifts (Don’t Count. Decanting – A New Look at an Old Friend Diana S.C. Zeydel Greenberg Traurig, LLP 333 S.E. 2 nd Avenue Miami, FL 33131 305-579-0575 zeydeld@gtlaw.com New Estate Tax Law Summary 2009 2010 2011-2012 2013 jzmac@udel.edu. Director of Trust Management Minor | Instructor. Probate. – Legal process of transferring asset from deceased person ownership to beneficiary ownership. Trusts. – Tax efficient Structure created to control wealth during life or after death to defer and minimize taxes, protect wealth, avoid probate, create generational wealth. Separation between legal and equitable ownership.. TRANSACTIONS. Presented by:. CA Verendra Kalra. ORGANISED . BY. BRANCH OF CIRC OF ICAI . ON. SEPT 05, 2014. AT. SAHARANPURBRANCH OF CIRC OF ICAI . 2. PRESENTATION ON ACCOUNTING AND . TAXATION . OF REAL ESTATE . According to the 2021 Canadian census, almost 12% of the nation’s families are stepfamilies – “blended families.” Those in in blended families ought to think ahead and confront challenging issues, such as estate planning. Edmonton families should establish clear plans early on to avoid serious difficulties that can occur when a parent or step-parent passes without a will. R. Max Best. GOALS AND PURPOSES OF ESTATE PLANNING. Arrangement of one’s estate for disposition and management of property at death . The purpose of estate planning is to preserve and transfer the maximum amount of wealth for your beneficiaries and to reduce the stress of management for your heirs and beneficiaries, .