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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
Peter is a Senior Associate in McCullough Robertson's Tax Group. He has extensive experience advising clients in relation to appropriate legal structures for their personal and business interests.He has particular expertise in the area of superannuation including industry and self-managed funds, and in the structuring of trusts. Current at 21 August 2012
Click here to expand/collapse more articles by Peter VILAYSACK.
 

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

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