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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 CTA-Life
Arlene Macdonald CTA-Life
Until her recent retirement, Arlene was a Barrister at the South Australian Bar for 17 years. Prior to this she spent 8 years at the Australian Government Solicitor's Office, and several years at the ATO and the Commonwealth Ombudsman's office. At the Bar she appeared and advised in a wide range of Commonwealth and State tax disputes concerning income tax, CGT, GST, stamp duty, payroll tax, land tax and other tax issues. Arlene is experienced in acting for the Commissioner of Taxation and for the range of taxpayers who were in dispute with the revenue authorities or who needed advice on how tax law applies in their case. She has a passion for legal education, especially in tax and trust law. She was awarded life membership of The Tax Institute in 2010 particularly for her work over many years in organising, promoting and providing education through The Tax Institute. She has written a vast number of papers and articles and is a highly sought after speaker. Current at 16 February 2015 Click here to expand/collapse more articles by Arlene MACDONALD.
 

This was presented at Estate and Succession Planning Intensive.

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Individual sessions

Vital issues -Testamentary trusts

Author(s):  Arlene MACDONALD

Materials from this session:



Claims against the estate

Author(s):  Craig MCKIE

Materials from this session:

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