Search The Tax Institute

shopping_cart

Your shopping cart is empty

Forgot My Login Details Create a Profile

Home
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

More by Peter VILAYSACK

Estate planning for offshore assets and entities paper - 21-May-2015
Asset protection and bankruptcy paper - 28-April-2015
Control of trusts paper - 28-October-2014
Update - Recent cases and rulings (ATO) paper - 23-October-2012
Funding retirement - how to maximise your benefits paper - 21-August-2012
Superannuation Intensive 2010 workshop guide paper - 27-July-2010
Superannuation paper - 09-October-2009
Property investment strategies paper - 24-July-2009
New changes to superannuation allowing borrowing paper - 17-May-2008
Keeping the funds working for you in retirement paper - 09-November-2006

Click here to expand/collapse more articles by Peter VILAYSACK.

This was presented at Estate Planning Intensive: Planning to be a step ahead .

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

shopping_cart Add all items to cart - $288.01

Individual sessions

Busting the estate plan

Author(s): Sean MCMAHON

Materials from this session:

Busting the estate plan paper

$75.00 non member price
shopping_cart Add to cart

Busting the estate plan presentation

$15.00 non member price
shopping_cart Add to cart

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.

shopping_cart Add all items to cart - $72.00