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Testamentary trusts paper

Testamentary trusts paper

Member Price: $57.00
Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 24 May 07 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper examines what testamentary trusts are and how they should be properly used. Issues covered include:

are testamentary trusts the right answer in many cases?
why can a testamentary trust be of benefit to clients?
what are the important family and structuring issues when considering the use of a testamentary trust?
maintaining future flexibility - should classes of beneficiaries be limited?

Author profile

Peter Vilaysack CTA

Peter is a Senior Lawyer in EY Law. He has extensive experience advising clients in relation to estate planning, asset protection and succession planning. He has particular expertise in the area of structuring of trusts including dealing with passing on the control of such trusts. - Current at 07 April 2015

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DisclaimerThese materials are copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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