Trusts 2014

Complex testamentary trusts and estate planning

Source: Western Australia

Published Date: 28 Aug 2014

 

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This paper covers:

  • review of testamentary trusts
  • common variations and issues with simple TDT structures
  • what are ‘master trusts’
  • cascading TDTs
  • traditional master trusts
  • master trust capital preservation.

Individual Session

Complex testamentary trusts and estate planning

Author(s): Matthew Burgess CTA

Details

  • Published By: Matthew Burgess CTA
  • Published On:28 Aug 2014
  • Took place at:Pullman Resort Bunker Bay

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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.

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