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Testamentary trusts are an estate planning superpower … but will they survive the impending attack on trusts? paper

Published on 18 Jul 19 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • trusts under fire
  • testamentary trusts – what’s all the fuss about?
  • TDTs and CGT
  • TDTs and income tax
  • drafting wills with TDTs – it’s all in the fine print
  • take away points.

Author profile

Tara Lucke
Tara is a director and co-founder of the specialist law firm, View Legal Pty Ltd. Her favourite aspect of her work is getting to know her clients’ business and family. To help her clients achieve their goals, Tara places high importance on working collaboratively with their existing advisers to deliver effective and appropriate solutions for tax planning, estate and business succession planning, and asset protection. As a founder of View Legal Pty Ltd, Tara is committed to building a law firm that she would choose to use herself. To this end, she is passionate about exploring innovations in the legal industry, particularly in relation to using technology and fixed pricing to provide quality solutions and price certainty for clients. Tara is a fellow of The Tax Institute and is regularly published in Australia’s leading monthly tax journal, The Tax Institute’s Taxation in Australia and the leading weekly tax journal, Thomson Reuters’ Weekly Tax Bulletin. - Current at 07 April 2015
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This was presented at 2019 Death...and Taxes Symposium .

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