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Estate planning – Testamentary trust wills & their appplication presentation

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

This presentation covers:

  • the nature of testamentary trusts
  • the advantages and flexibility associated with the use of testamentary trusts
  • future asset protection considerations
  • the desirability for testamentary trust wills for ‘at risk individuals' whose principal residence is owned by the ‘non at risk spouse'
  • the continued applicability of the Main Residence CGT Exemption
  • Superannuation Proceeds Trusts and the desirability of superannuation being directed to non dependants via testamentary trusts.

Author profile:

Philip McGovern CTA
Phil McGovern, CTA is a Partner with Mellor Olsson working in their Estate Planning & Commercial Division. Phil has in excess of 30 years' experience working with clients across a wide spectrum of industries and occupations, including clients involved in business, professionals and families generally, whom he assists in the Commercial and Transactional Law, Asset Protection, Estate and Succession Planning and Estate Administration fields. Current at 12 August 2013 Click here to expand/collapse more articles by Phil MCGOVERN.
 

This was presented at Deceased Estates.

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