Skip to main content
shopping_cart

Your shopping cart is empty

Discretionary testamentary trusts, special disability trusts and equalisation clauses in wills paper

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.

Author profile:

Sally Bruce
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 Click here to expand/collapse more articles by Sally BRUCE.
 

This was presented at Deceased Estates.

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

Individual sessions


Discretionary testamentary trusts, special disability trusts and equalisation clauses in wills

Author(s):  Sally BRUCE

Materials from this session:

Further details about this event:

 

Copyright Statement