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Testamentary trusts paper 2008
Published on 24 Sep 08
This paper covers:
- communicating with your client
- taxation advantages of testamentary trusts
- asset protection advantages of testamentary trusts
- structuring alternatives
- trustee powers.
Author profile
Bernard O'Sullivan CTA
Bernie is a Principal of Bernie O’Sullivan Lawyers, a firm that specialises in estate planning, taxation, superannuation and trusts and related litigation services for private and business clients. The firm helps clients move wealth from one generation to another in the most effective manner. Bernie is lead author of The Tax Institute’s Estate & Business Succession Planning, and has recently been appointed as lecturer and writer for Deakin University’s undergraduate and postgraduate courses in Estate Planning. - Current at 26 September 2017
This was presented at Estate and Succession Planning Intensive .
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Estate planning & superannuation
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Testamentary trusts
Author(s): Bernie O'SULLIVANMaterials from this session:
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Family trusts: Successful succession
Author(s): Bernie O'SULLIVANMaterials from this session:
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The business buy sell
Author(s): Tim PEPPERMaterials from this session:
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Claims against the estate (warnings for executors)
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Financial agreements
Author(s): Andrew DAVIESMaterials from this session:
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