shopping_cart

Your shopping cart is empty

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

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

Member Price: Free
Non Member Price: $15.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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 Chrisohoou

Materials from this session:

Trust splitting

Author(s):  Paul INGRAM

Materials from this session:

Incapacity and powers of attorney: The growing problem of incapacity

Author(s):  Andrea Michaels

Materials from this session:

Testamentary trusts – The need for integrity, effectiveness and quality

Author(s):  Emily Anderson

Materials from this session:

An adviser’s guide to administering an estate

Author(s):  Joe Anderson

Materials from this session:

Further details about this event:

 

Copyright Statement
click to expand/collapse