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?
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