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Estate planning and the use of testamentary trusts paper

Published on 18 Oct 18 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • statutory framework of Division 6AA of the 1936 Tax Act
  • discretionary trusts and their relationship to testamentary trusts in estate planning
  • some foreign jurisdiction issues
  • asset protection planning with trusts
  • recent developments.

Author profile

Andrew Frankland CTA
Andrew Frankland, CTA is a partner at Bartier Perry Lawyers and holds qualifications in both accounting and law. He has many years’ experience providing comprehensive estate and business succession planning services including structuring, tax advice and the implementation of all relevant documentation. The 2017 Doyles Guide listed Andrew as a Leading Lawyer in NSW and a Recommended Lawyer for Australia in the area of Wills, Estates & Succession Planning - Current at 19 September 2018
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This was presented at NSW 15th Annual Estate & Business Succession Planning .

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