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The 'ins' and 'outs' of testamentary trusts paper


Many clients can no longer rely on a simple will or power of attorney to address their complex business and investment affairs and structures. More complex estate planning techniques need to be considered. Techniques addressed in this paper include:

  • drafting provisions to deal with the offices of trustee, appointor and guardian - particularly in case of the appointment of multiple successors: how most fail and how to get it right
  • powers of attorney - dealing with companies and trusts
  • the 'ins' and 'outs' of testamentary trusts including the latest techniques
  • the principles concerning the payment of executors.

Author profile:

Bruce Cook
Bruce operates a specialist estates practice. Bruce is accredited as a Wills and Estates Specialist, is a member of the Law Institute of Victoria's Succession Law Committee and co-authored the recent Law Institute of Victoria submission on Powers of Attorney. Current at 09 October 2008 Click here to expand/collapse more articles by Bruce COOK.

This was presented at 45th Victorian State Convention: Finding buried treasure.

Get a 20% discount when you buy all the items from this event.

Individual sessions

CGT Rollovers: restructuring for the top end

Author(s):  Richard CZERWIK,  Stephen CARPENTER

Materials from this session:

International tax - there's treasure buried all over the world

Author(s):  Liam COLLINS

Materials from this session:

Consolidation...unfinished business

Author(s):  Michelle DE NIESE

Materials from this session:

The 'ins' and 'outs' of testamentary trusts

Author(s):  Bruce COOK

Materials from this session:

Exploring new waters - emerging trust issues

Author(s):  Graeme HALPERIN

Materials from this session:

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