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Testamentary trusts presentation

Published on 24 Aug 09 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • when will a testamentary trust be established?
  • how to ensure that the right person gets the benefit of an asset
  • differentiating between an executor and a trustee of a testamentary trust
  • controlling testamentary trusts through multiple generations
  • rights and obligations of trustees of testamentary trusts
  • rights of aggrieved beneficiaries of a testamentary trust.

Author profile

Laura Hanrahan
Laura of Hopgood Ganim practises exclusively in the areas of superannuation, estate planning and administration. She assists clients in a range of matters including wills, testamentary trusts, powers of attorney, superannuation, family discretionary trusts and the administration of deceased estates. With a background that includes family law, business services and taxation, Laura is experienced to deal with the variety of issues associated with preparing comprehensive estate plans for clients. A member of the Society of Trust and Estate Practitioners and the SMSF Association, Laura regularly presents papers on relevant superannuation and estate matters to various industry audiences. - Current at 25 September 2017
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This was presented at Estate Planning: Private Client Issues .

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

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Further details about this event:

 

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