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Testamentary trusts paper

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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 29 Mar 12 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • inheritances at risk
  • types of testamentary trusts
  • quantum of asset pool is important consideration
  • assessing when different types of trusts are appropriate and the spendthrift or drug dependant beneficiary in particular.

Author profile

Greg Wolff
Greg is a Senior Associate of the Wills and Estate Planning team with HHG Legal Group. He has over 27 year's legal expertise and provides specialist services to private clients in Wills, Estate and Succession Planning, Probate and Deceased Estates. Greg has an enviable reputation for his outstanding client service commitment. He is very passionate about his work and believes an up to date Estate Plan is an absolute must for everyone. - Current at 01 February 2012

 

This was presented at Asset Protection in the 21st Century - Still Possible? .

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Binding financial agreements

Author(s):  Chantelle McGarvie

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Testamentary trusts

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Superannuation as an asset protection vehicle

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