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Ruling from the grave - effective use of testamentary trusts paper

Published on 04 May 07 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper looks at the role of testamentary trusts to produce the desired balance and protections of all the loved ones. It considers:

  • what is a testamentary trust?
  • life interests - benefits and problems (or advantages and disadvantages)
  • choosing the right trustee/s
  • are some assets better than others in a testamentary trust (eg. superannuation, main residence)?
  • practical hints to achieve desired outcomes.

Author profile:

Philip McGovern CTA
Phil McGovern, CTA is a Partner with Mellor Olsson working in their Estate Planning & Commercial Division. Phil has in excess of 30 years' experience working with clients across a wide spectrum of industries and occupations, including clients involved in business, professionals and families generally, whom he assists in the Commercial and Transactional Law, Asset Protection, Estate and Succession Planning and Estate Administration fields. Current at 12 August 2013 Click here to expand/collapse more articles by Phil MCGOVERN.
 

This was presented at South Australian Convention: In Tune with Tax.

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