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.
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