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The use of special purpose trusts in estate planning presentation

Published on 16 Mar 07 by NATIONAL EVENTS, TAXATION INSTITUTE OF AUSTRALIA

This presentation covers:

  • wastrel children
  • guarding against the disaffected spouse
  • family maintenance claims
  • dealing with ‘blended’ families
  • bankrupt or ‘at risk’ beneficiaries
  • fraud and undue influence
  • Div 6AA issues and tax
  • superannuation and death benefits.
This was also presented on 3 August 2007 at the Queensland State Convention in Surfers Paradise.

Author profile:

Matthew BURGESS

Click here to expand/collapse more articles by Matthew BURGESS.
 

This was presented at Queensland State Convention: Reach for the Stars .

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