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  Miscellaneous 2008

Estate planning - Testamentary trust wills & their appplication

Source: South Australia

Published Date: 12 Aug 2008

 

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This paper covers:
  • the nature of testamentary trusts
  • the advantages and flexibility associated with the use of testamentary trusts
  • future asset protection considerations
  • the desirability for testamentary trust wills for ‘at risk individuals' whose principal residence is owned by the ‘non at risk spouse'
  • the continued applicability of the Main Residence CGT Exemption
  • Superannuation Proceeds Trusts and the desirability of superannuation being directed to non dependants via testamentary trusts.
Author(s)

Individual Session

Estate planning - Testamentary trust wills & their appplication

Author(s): Phil Mcgovern
Materials from this session:

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Details

  • Published By: Phil Mcgovern
  • Published On:12 Aug 2008
  • Took place at:The Sebel Playford, Adelaide

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