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Testamentary trusts paper

Member Price: $57.00
Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced 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.

Published on 24 Aug 09 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • when will a testamentary trust be established?
  • how to ensure that the right person gets the benefit of an asset
  • differentiating between an executor and a trustee of a testamentary trust
  • controlling testamentary trusts through multiple generations
  • rights and obligations of trustees of testamentary trusts
  • rights of aggrieved beneficiaries of a testamentary trust.

Author profile

Laura Hanrahan
Laura Hanrahan works with families to provide tailored personal and business succession solutions. Her tailored succession planning includes drafting complex wills, testamentary trusts, enduring powers of attorney, discretionary trusts, self managed superannuation trusts, binding death benefit nominations and deeds of family arrangement. Laura also has a particular focus on self managed superannuation funds. Including the establishment of SMSFs and other compliant SMSF investment structures, compliance advice and death benefit planning and payment. Every family is different and Laura enjoys using her creativity to help clients create a succession plan which works for them. - Current at 18 September 2024
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This was presented at Estate Planning: Private Client Issues .

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Estate planning for melded and blended families

Author(s):  Sean MCMAHON,  Jane BLAKE

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Restructuring the family group for an estate plan

Author(s):  Mark WEST

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Testamentary trusts

Author(s):  Laura HANRAHAN

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Family law and estate planning

Author(s):  Justine WOODS

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Author(s):  John DE GROOT

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Super death benefits

Author(s):  Lyn FORMICA

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