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The use of testamentary trusts and life interests in estate planning presentation

Published on 03 Dec 12 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

Testamentary Trusts present a unique opportunity for a will maker to rule from the grave and/or provide a tax effective investment vehicle to store and grow family wealth. Structured correctly a Testametnary Trust can provide benefits to beneficiaries many years into the future after the will maker's death. This presentation covers the advantages of Testamentary Trusts, the tax issues - both current and perennial - and the aspects in relation to the structuring of the Testamentary Trusts. In addition it will cover 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.

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Matthew TRIPODI

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This was presented at Estate and Business Succession Planning 2012 .

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The use of Testamentary Trusts and life interests in estate planning

Author(s):  Matthew TRIPODI

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How to structure a Business Succession Plan

Author(s):  Julie VAN DER VELDE

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