Testamentary discretionary trusts are created under a will and can provide various asset protection, taxation and discretionary benefits. When drafting new testamentary discretionary trust wills, in additional to the potential very significant asset protection provisions, the tax consequences and trust law requirements must be carefully considered. The purpose of this session was to consider testamentary discretionary trusts in light of asset protection, tax and trust law elements.
Testamentary discretionary trusts
Author(s):
Frank Hinoporos CTA
,
Rod Payne
,
Adam Dimac
,
Justin Hartnett
Materials from this
session:
Details
- Published On:19 Jun 2020
- Took place at:Online
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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2020
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