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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 is a Senior Solicitor at Cleary Hoare Solicitors and practises in the areas of succession planning and deceased estates. Laura provides advice to private clients on business structuring, superannuation, wills, enduring powers of attorney, guardianship and administration of deceased estates. Laura also provides advice in her areas of expertise to a national network of accountants and financial planners. Current at 21 July 2009
 

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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