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Testamentary trusts paper

Published on 29 Mar 12 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • inheritances at risk
  • types of testamentary trusts
  • quantum of asset pool is important consideration
  • assessing when different types of trusts are appropriate and the spendthrift or drug dependant beneficiary in particular.

Author profile

Greg Wolff
Greg is a Senior Associate of the Wills and Estate Planning team with HHG Legal Group. He has over 27 year's legal expertise and provides specialist services to private clients in Wills, Estate and Succession Planning, Probate and Deceased Estates. Greg has an enviable reputation for his outstanding client service commitment. He is very passionate about his work and believes an up to date Estate Plan is an absolute must for everyone. - Current at 21 February 2014

 

This was presented at Asset Protection in the 21st Century - Still Possible? .

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Testamentary trusts

Author(s):  Wolff Greg

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