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Use of testamentary trusts in estate planning paper

Published on 16 May 13 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • use of testamentary trusts in modern wills
  • what is a testamentary trust?
  • advantages of testamentary trusts
  • taxation issues surrounding testamentary trusts – current and perennial
  • aspects in relation to the structuring of testamentary trusts.

Author profile

Dung Lam CTA
Dung Lam, CTA, is a Special Counsel at Coleman Greig Lawyers with more than 20 years’ experience in advising on a wide variety of taxes including income tax, capital gains tax, GST and state taxes such as duty, payroll tax and land tax. Dung also has extensive experience advising on taxation trusts, superannuation issues in the self-managed superannuation funds arena and tax issues related to estate planning. Dung is a Chartered Tax Adviser, full member of the Society of Trusts and Estate Practitioners, an accredited Specialist in Business and Personal Tax with the NSW Law Society, a member of the Business Law Section Taxation Committee of the Law Council of Australia and a member of the NSW Law Society Liaison Committee with the Revenue NSW. Dung advises a broad range of clients ranging from corporates, small to medium enterprises, high net worth individuals, professional firms, accountants, financial planners and their clients. - Current at 31 July 2020
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This was presented at NSW 6th Annual Tax Forum .

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