Deceased Estates Essentials for Accountants or Finance Professionals

About this session

Probate, Authority & Administration When 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 Plavin Chloe 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