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Use of testamentary trusts in estate planning presentation

Published on 16 May 13 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • use of testamentary trusts in modern wills
  • what is a testamentary trust?
  • advantages of testamentary trusts
  • 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 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 advises a broad range of clients ranging from corporates, 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, an accredited Specialist in Business and Personal Tax with the NSW Law Society and a member of the NSW Law Society Liaison Committee with the Revenue NSW. - Current at 08 November 2017
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This was presented at NSW 6th Annual Tax Forum .

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