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79730
Individual Podcasts

Tax Bombs in Wills

Failure to properly take into account tax issues in estate planning and Will drafting can result in tax bombs in Wills which disadvantage beneficiaries, and even defeat a testator’s wish to treat beneficiaries equally. In this program, Paul Evans from Makinson d’Apice Lawyers in
PRESENTED BY Paul Evans Partner - Makinson d'Apice Lawyers , Sydney

Date/Time

About the Podcast

Failure to properly take into account tax issues in estate planning and Will drafting can result in tax bombs in Wills which disadvantage beneficiaries, and even defeat a testator’s wish to treat beneficiaries equally. In this program, Paul Evans from Makinson d’Apice Lawyers in Sydney, identifies the main tax bombs that can occur in Wills, and the strategies that can be adopted to avoid or manage their adverse consequences.

27 minutes / 0.4 CPD units

Presented By

Paul Evans
Partner, Makinson d'Apice Lawyers Sydney, NSW

Paul Evans has over 30 years' experience in providing legal services to private clients, specialising in wills and estate planning, disputes to wills, protecting assets for future generations and estate administration.

He is an Accredited Specialist in Wills and Estates Law and is a member of the Society of Trust and Estate Practitioners.

For the past 4 years, Paul has been listed in the Doyles' guides as one of the leading lawyers in the area of Leading Wills, Estates & Succession Planning in NSW. In 2023 he was ranked by Doyles' as being a pre-eminent lawyer in the area.

He is highly experienced in assisting a range of clients including high net worth individuals in transferring and protecting their wealth and during his time in London he specialised in inheritance tax mitigation.

CPD Information

0.45 CPD Hours

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