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Testamentary trusts paper 2008

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 26 September 2017
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This was presented at Estate and Succession Planning Intensive .

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