Published on 17 Oct 09
by TASMANIAN DIVISION, THE TAX INSTITUTE
This paper covers a number of current estate planning topics of interest to tax practitioners, including:
- trust distributions and risks for tax practitioners
- the nature of testamentary trusts - and why they are not all the same - risks for tax practitioners
- the value of having appointors in testamentary discretionary trusts
- the risk for tax practitioners in holding down a formal (non advisory) role in clients' trusts.