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Testamentary trusts – The need for integrity, effectiveness and equality presentation

Published on 23 Nov 18 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • testamentary trusts – the basics?
  • benefits of utilising a testamentary trust
  • tailoring provisions
  • establishing testamentary trusts after death?
  • when not to use a testamentary trust?

 

Author profile

Emily Anderson
Emily is a lawyer with the Tax and Revenue Group of Cowell Clarke. Emily has experience assisting clients with their business structures, with a focus on internal business restructures and sales including addressing the capital gains tax issues. Emily also has a keen interest in assisting clients streamline their business structures to achieve their succession planning objectives and to ensure that private wealth and control are passed to the next generation in a tax-effective manner taking account of the various Federal and State tax issues. - Current at 12 February 2019

 

This was presented at 2018 SA Succession Planning Day .

Get a 20% discount when you buy all the items from this event.

Individual sessions





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