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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:

Author Photo - Matthew Burgess CTA
Matthew Burgess CTA
Matthew co-founded specialist firm View Legal in 2014, having been a partner of one of Australia's leading independent law firms for over 12 years. Matthew's passion is helping clients successfully achieve their goals. Matthew specialises in tax, asset protection, estate and succession planning, providing strategic advice to business owners and high net worth individuals, and was recognised in the "Best Lawyers" list for 2014 in relation to trusts and estates. As an author, Matthew is widely recognised as an expert in his field, who constantly creates bespoke revenue-related strategies for the growth, management and protection of wealth. Matthew is regularly published in Australia's leading monthly tax journal, The Tax Institute's Taxation in Australia (six articles since 2012), and the leading weekly tax journal, Thomson Reuters' Weekly Tax Bulletin (10 articles since 2012). He has also written five legal books, one business book and 16 children's books. Current at 01 June 2016 Click here to expand/collapse more articles by Matthew BURGESS.
 

This was presented at 47th Western Australia State Convention.

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