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Vital issues -Testamentary trusts presentation

Published on 01 Nov 10 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • tax benefits generally
  • minor's tax benefits
  • ssset protection generally
  • protection from family law property division
  • delegation of testamentary powers
  • confusing terminology "testamentary trust"
  • varying terms of testamentary trust
  • how many testamentary trusts
  • the will and intervivos trusts.

Author profile:

Author Photo - Arlene MACDONALD
Arlene MACDONALD

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This was presented at Estate and Succession Planning Intensive .

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Individual sessions

Vital issues -Testamentary trusts

Author(s):  Arlene MACDONALD

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Claims against the estate

Author(s):  Craig MCKIE

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