Miscellaneous 2007

Testamentary trusts

Source: QLD

Published Date: 24 May 2007

 

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This paper examines what testamentary trusts are and how they should be properly used. Issues covered include:

  • are testamentary trusts the right answer in many cases?
  • why can a testamentary trust be of benefit to clients?
  • what are the important family and structuring issues when considering the use of a testamentary trust?
  • maintaining future flexibility - should classes of beneficiaries be limited?

Individual Session

Testamentary trusts

Author(s): Peter Vilaysack
Materials from this session:

Details

  • Published By: Peter Vilaysack
  • Published On:24 May 2007
  • Took place at:Rydges, South Bank

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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Miscellaneous 2007

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