Published on 21 May 14
by QUEENSLAND DIVISION, THE TAX INSTITUTE
This paper covers:
what is the effect of you dying?
what is a testamentary trust?
why use a testamentary trust?
assets of the estate vs property held as joint tenants
what if the testator has a very small estate?
Martin Van Der Walt CTA
Martin is a Barrister with chambers in Brisbane since 1997. Before that he was a Judge's Associate to two different Judges. Before that he did his articles at Minter Ellison. With a background in crime and other litigation, Martin has been focussing on his tax practice for the past decade. He has a Master of Taxation (UNSW) and a Master of Laws (Hons) (QUT), and has appeared in the AAT, the Federal Court and the High Court on tax matters. He has acted for both taxpayers and the Commissioner. Current at 24 November 2014
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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