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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 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 NSW 6th Annual Tax Forum.

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