Deceased Estates Essentials for Accountants or Finance Professionals

About this event

Probate, Authority & AdministrationWhen a client passes away, accountants and financial advisers are often called on to assist executors and beneficiaries through a range of legal, tax and administrative issues. This session provides a practical overview of the deceased estate administration process, including the executor's role, obtaining authority to act, identifying and dealing with estate assets and liabilities, and making distributions to beneficiaries. The presentation will highlight common issues advisers encounter in practice, key tax considerations during estate administration, and opportunities to work proactively with clients and their legal advisers to achieve efficient estate outcomes.

Register now to secure your place!

$109+GST (members) | $149+GST (non- members)

TPB CPD Hours Available

Presented by: Chloe PlavinChloe is a Commercial Law Partner at JG Tax & Legal. Her practice includes:

• Wills, estates and succession planning
• Sale and purchase of businesses
• Commercial contracts and agreements (including shareholder, partnership and unitholder agreements) and trust deed amendments
• Property law (conveyancing, leases, due diligence and advisory/disputes)
• Binding financial agreements

Presented by: Joshua GoldsmithJoshua Goldsmith is a multi-award winning lawyer and tax advisor - and is the managing director of JG Tax and Legal.

He provides tax and legal support to small and medium accounting practices on complex tax issues and ATO, SRO and TPB interactions.

His practice is a one stop shop for accountants and finance professionals and is rapidly expanding - his practice will soon be servicing general law matters, including wills/estates, property law, conveyancing, contract law, family law and the like.