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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
Matthew BURGESS

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This was presented at 47th Western Australia State Convention .

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