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Testamentary trusts presentation

Published on 24 May 07 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation examines what testamentary trusts are and how they should be properly used. Issues covered include:

  • are testamentary trusts the right answer in many cases?
  • why can a testamentary trust be of benefit to clients?
  • what are the important family and structuring issues when considering the use of a testamentary trust?
  • maintaining future flexibility - should classes of beneficiaries be limited?

Author profile:

Peter Vilaysack CTA
Peter is a Senior Lawyer in EY Law. He has extensive experience advising clients in relation to estate planning, asset protection and succession planning. He has particular expertise in the area of structuring of trusts including dealing with passing on the control of such trusts. Current at 07 April 2015 Click here to expand/collapse more articles by Peter VILAYSACK.
 

This was presented at Estate Planning Intensive: Planning to be a step ahead.

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