Bankruptcy Estate planning Succession

Significant trust issues in estate planning

Source: Western Australia

Published Date: 11 Aug 2011


This presentation covers:

  • estate planning for life:
    • to allow use of resources
    • tax effectively
    • asset protection from creditors and exes
  • estate planning on death:
    • to allow a tax effective transfer of the control or ownership
    • to the chosen beneficiaries
  • family discretionary trusts at the heart.

Sorry, this is subscriber only content.

If you're not yet a subscriber, to gain access to this material and much more - Subscribe Now.

Already a Subscriber? Login now

Already a Subscriber? Login now

Individual Session

Significant trust issues in estate planning

Author(s): Arlene Macdonald CTA-Life


The material is copyright. Apart any fair dealing for the purpose 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.

The Tax Institute
(ABN 45 008 392 372 (PRV14016))


The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009. 

Copyright Statement

All materials provided on this site are protected by copyright and are owned by or licensed to TTI.

Except as expressly permitted by TTI or the copyright owner, any person or company who uses this site must not use, reproduce, redistribute, retransmit, publish or otherwise transfer, or commercially exploit, the materials or any information, software or other content, in whole or in part, which is available through this site.


Bankruptcy Estate planning Succession Trusts 2011

Share this page