Skip to main content
shopping_cart

Your shopping cart is empty

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.

Author profile:

Author Photo - Matthew Tripodi CTA
Matthew Tripodi CTA
Matthew is the founder and Principal of MT Lawyers. He advises on all aspects of Superannuation, estate and succession law, with a specific focus on self-managed superannuation funds and complex estate planning. Prior to establishing MT Lawyers in Adelaide, Matthew had over 12 years' experience working in large commercial law firms. He was a Partner at Minter Ellison in Adelaide, heading up their Superannuation and Estate Planning division. Matthew has also lived and worked overseas in London and Hong Kong. Current at 18 May 2015 Click here to expand/collapse more articles by Matthew TRIPODI.
 

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

The use of Testamentary Trusts and life interests in estate planning

Author(s):  Matthew TRIPODI

Materials from this session:

How to structure a Business Succession Plan

Author(s):  Julie VAN DER VELDE

Materials from this session:

Further details about this event:

 

Copyright Statement