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  Estate planning Succession Trusts

Use of testamentary trusts in estate planning

Source: New South Wales

Published Date: 8 Aug 2012

 

Testamentary trusts present a unique opportunity for a will maker to rule from the grave and/or to provide a tax effective investment vehicle to store and grow family wealth. Structured correctly a testamentary trust can provide benefits to beneficiaries many years into the future after the will maker’s death.

This presentation covers:

  • what is a Testamentary Trust?
  • advantages of Testamentary
  • taxation issues surrounding Testamentary Trusts - current and perennial
  • aspects in relation to the structuring of Testamentary Trusts.

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Author(s)

Individual Session

Use of testamentary trusts in estate planning

Author(s): Dung Lam CTA
Materials from this session:

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Details

  • Published By: Dung Lam CTA
  • Published On:8 Aug 2012
  • Took place at:Sofitel Sydney Wentworth

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