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Testamentary trusts paper

Published on 17 Sep 09 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • are testamentary trusts the right answer in many cases?
  • why can a testamentary trust be beneficial for clients?
  • what are the important family and structuring issues when considering the use of a testamentary trust?

Author profile:

Adam LEVIN
Adam is a Partner with Jackson McDonald. He heads up the Tax and Succession Practice at Jackson McDonald. Adam’s practice includes specialising in net tax and succession for high end private clients including their superannuation, business succession and sale , taxation of property transactions and charitable trusts. A regular presenter in WA, with a masters in taxation, over 10 years relevant experience , Adam is well placed to speak on this topic.
Current at 21 June 2006 Current at 21 October 2009 Click here to expand/collapse more articles by Adam LEVIN.
 

 

This was presented at Estate Planning Intensive .

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