maintenance

Become a Member
Resources
Insights
Events
Education
Membership
About us
Contact us
  Miscellaneous 2008

Estate planning " Testamentary trust wills & their appplication

Source: South Australia

Published Date: 12 Aug 2008

 

Sorry, this content is for members only.

To get access to this and 25,000 other premium articles, books, videos and webinars sign up toour members program.

Already a Member? Login Now

Subscribe Now

Already a Member? Login Now

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:

Download

Details

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

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.

Tags

Miscellaneous 2008

Share this page