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Use of testamentary trusts in estate planning presentation

Published on 08 Aug 12 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Testamentary trusts present a unique opportunity for a will maker to rule from the grave and/or to provide a tax effective investment vehicle to store and grow family wealth. Structured correctly a testamentary trust can provide benefits to beneficiaries many years into the future after the will maker’s death.

This presentation covers:

  • what is a Testamentary Trust?
  • advantages of Testamentary
  • taxation issues surrounding Testamentary Trusts - current and perennial
  • aspects in relation to the structuring of Testamentary Trusts.

Author profile

Dung Lam CTA
Dung Lam is a Senior Associate at Argyle Lawyers with close to 20 years experience in advising on a wide variety of taxes including income tax, capital gains tax, GST and state taxes such as payroll tax and land tax. Dung also has extensive experience advising on taxation trusts, superannuation issues in the self managed superannuation funds arena and tax issues related to estate planning. Dung advises a broad range of clients ranging from small to medium enterprises, high net worth individuals, professional firms, accountants and their clients. Dung is a Chartered Tax Adviser, full member of the Society of Trusts and Estate Practitioners and a member of the NSW Law Society Liaison Committee with the NSW Office of State Revenue. - Current at 17 October 2017
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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

Superannuation and estate planning

Author(s):  Michael HALLINAN

Materials from this session:


How to structure a business succession plan Parts 1 and 2

Author(s):  Peter BOBBIN

Materials from this session:



Further details about this event:

 

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