Your shopping cart is empty
Testamentary trusts paper
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
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.
Individual sessions
Busting the estate plan
Author(s): Sean MCMAHONMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Testamentary trusts
Author(s): Peter VILAYSACKMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Succession planning for structures
Author(s): Clifford HUGHESMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Are you ready for the superannuation revolution?
Author(s): Paul BANISTERMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Further details about this event:
Copyright Statement