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  2015

Planning with Testamentary Trusts

Source: New South Wales

Published Date: 10 Nov 2015

 
Discretionary trusts and testamentary trusts continue to be of fundamental importance in the estate planning for many clients. In this session we will explore why this is the case and also some of the interrelationships between trusts and the deceased estate, including:
  • significant structural aspects of testamentary trusts for protection planning
  • important interactions between testamentary trusts and inter vivos trusts
  • where does superannuation death benefit planning fit in?
  • some foreign jurisdiction planning opportunities.

Planning with testamentary trusts

Author(s): Andrew Frankland CTA
Materials from this session:

Tax update

Author(s): Nick Panos CTA
Materials from this session:

Details

  • Published On:10 Nov 2015
  • Took place at:National Australia Bank, Sydney

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced 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.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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