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Testamentary trusts paper 2008

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Published on 24 Sep 08

Corporate Club Series

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 05 September 2016
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This was presented at Estate and Succession Planning Intensive .

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

Individual sessions

Estate planning & superannuation

Author(s):  Jemma SANDERSON

Materials from this session:

Testamentary trusts

Author(s):  Bernie O'SULLIVAN

Materials from this session:

Family trusts: Successful succession

Author(s):  Bernie O'SULLIVAN

Materials from this session:

The business buy sell

Author(s):  Tim PEPPER

Materials from this session:

Claims against the estate (warnings for executors)

Author(s):  Craig MCKIE

Materials from this session:

Financial agreements

Author(s):  Andrew DAVIES

Materials from this session:

Further details about this event:

 

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