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Complex testamentary trusts and estate planning paper
Published on 28 Aug 14 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE
This paper covers:
- review of testamentary trusts
- common variations and issues with simple TDT structures
- what are ‘master trusts’
- cascading TDTs
- traditional master trusts
- master trust capital preservation.
Author profile
Matthew Burgess CTA

This was presented at 47th Western Australia State Convention .
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