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Use of testamentary trusts in estate planning presentation


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 is a Special Counsel at Coleman Greig Lawyers with more than 20 years’ experience in advising on a wide variety of taxes including income tax, capital gains tax, GST and state taxes such as duty, 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 is a Chartered Tax Adviser, full member of the Society of Trusts and Estate Practitioners, an accredited Specialist in Business and Personal Tax with the NSW Law Society, a member of the Business Law Section Taxation Committee of the Law Council of Australia and a member of the NSW Law Society Liaison Committee with the Revenue NSW. Dung advises a broad range of clients ranging from corporates, small to medium enterprises, high net worth individuals, professional firms, accountants, financial planners and their clients. - Current at 24 February 2021
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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

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How to structure a business succession plan Parts 1 and 2

Author(s):  Peter BOBBIN

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Further details about this event:


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