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Significant trust issues in estate planning paper

Published on 11 Aug 11 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • asset protection issues (general)
  • asset protection issues (creditors)
  • asset protection issues (ex-spouses)
  • passing control of inter-vivos trusts
  • effective use of testamentary trusts
  • minimising the risk of trust disputes with ATO
  • minimising the risk of trust disputes between beneficiaries and trustee.

Author profile:

Author Photo - Arlene MACDONALD
Arlene MACDONALD

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This was presented at 44th Western Australian State Convention .

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