Published on 30 Jul 14
by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE
This paper covers:
discretionary testamentary trust
special disability trust
equalisation clauses in wills.
Sally is a Special Counsel with Jackson McDonald Lawyers. She has over 15 years' experience in Estate Planning and works closely with clients to develop tailored plans, including multi-generational solutions for the firm's high net worth clients. Sally's estate planning practice is complemented by her work in the field of estate litigation. Sally has been involved in numerous family provision claims and solemn form probate matters. Her experience in this area helps her to identify potential pitfalls at the planning stage and minimise the risk of a challenge. Apart from Estate Planning and Estate Litigation, Sally also practises in the areas of Trusts, Deceased Estates and Guardianship and Administration. Sally is a member of the Law Society of WA and the Society of Trust and Estate Practitioners. Current at 01 July 2014
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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