Skip to main content
shopping_cart

Your shopping cart is empty

Use of testamentary trusts in estate planning paper

Published on 08 Aug 12 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Testamentary trusts present a unique opportunity for a will maker to rule from the grave and/or to provide a tax effective investment vehicle to store and grow family wealth. Structured correctly a testamentary trust can provide benefits to beneficiaries many years into the future after the will maker’s death.

This paper covers:

  • what is a Testamentary Trust?
  • advantages of Testamentary
  • taxation issues surrounding Testamentary Trusts - current and perennial
  • aspects in relation to the structuring of Testamentary Trusts.

Author profile:

Dung Lam CTA
Dung is a Senior Associate with McCullough Robertson Lawyers. Current at 01 February 2016 Click here to expand/collapse more articles by Dung LAM.
 

This was presented at Estate and Business Succession Planning 2012.

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

Individual sessions

Superannuation and estate planning

Author(s):  Michael HALLINAN

Materials from this session:


How to structure a business succession plan Parts 1 and 2

Author(s):  Peter BOBBIN

Materials from this session:



Further details about this event:

 

Copyright Statement