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After the event estate planning presentation

Published on 10 Sep 08 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • types of testamentary trusts
  • "after the event" options
  • EPT funding limitations
  • capital reserved trusts - stages of administration
  • estate proceeds trust
  • SBDT - deed
  • income tax & children under 18
  • special disability trust
  • example
  • tailoring a financial EPA
  • account based death benefit pensions.

Author profile:

Author Photo - Allan SWAN
Allan SWAN
Current at 19 January 2010 Click here to expand/collapse more articles by Allan SWAN.
 

 

This was presented at Trusts After Death .

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

Individual sessions

Trusts after death

Author(s):  John YOUNG

Materials from this session:

After the event estate planning

Author(s):  Allan SWAN

Materials from this session:

Further details about this event:

 

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