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Life estates presentation

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

This presentation examines some of the issues to be considered by an estate planner when considering the use of life estates and whether this approach still has a role in the modern will. The presentation considers some of the general issues relating to testamentary trusts:

  • nature of life interests and reversions
  • capital gains tax and life estates
  • practical application of taxation ruling TR 2006/14
  • advantages of the testamentary trust with life and reversionary interests
  • aset protection and testamentary trusts
  • the master trust concept role of family agreements in the estate plan.

Author profiles:

Kevin J MUNRO
Kevin works for Munro Lawyers

Current at 22 January 2008 Current at 25 January 2008

Click here to expand/collapse more articles by Kevin J MUNRO.
 
Emma Munro
Emma Munro is a Senior Lawyer at Munro Lawyers. Current at 03 September 2012 Click here to expand/collapse more articles by Emma Munro.

 

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:

 

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