Your shopping cart is empty
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
Business succession – The current state of play
Author(s): Michael ChrisohoouMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Trust splitting
Author(s): Paul INGRAMMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $68.81
Incapacity and powers of attorney: The growing problem of incapacity
Author(s): Andrea MichaelsMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Testamentary trusts – The need for integrity, effectiveness and quality
Author(s): Emily AndersonMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
An adviser’s guide to administering an estate
Author(s): Joe AndersonMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Further details about this event:
Copyright Statement