shopping_cart

Your shopping cart is empty

Testamentary trusts presentation

Member Price: Free
Non Member Price: $15.00

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 23 Jul 08 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • when may 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

Denis Barlin CTA
Denis is a Barrister at 13 Wentworth Selborne Chambers. He advises on taxes generally (both federal and state taxes), superannuation, equity and trusts, as well as asset protection. Denis also conducts disputes as an advocate in both state and federal tribunals and courts. - Current at 02 June 2015
Click here to expand/collapse more articles by Denis BARLIN.

 

This was presented at Estate and Succession Planning .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Testamentary trusts paper

Author(s):  Denis BARLIN

Materials from this session:

Family trusts: Successful succession

Author(s):  Bernie O'SULLIVAN

Materials from this session:

Important changes to the Law of Wills and succession in NSW

Author(s):  Ramena KAKO

Materials from this session:

Overview of the Family Provision Act, 1982 and proposed changes to the legislation under the Succession Amendment (Family Provision) Bill 2008

Author(s):  Jane NEEDHAM

Materials from this session:

Estate planning for business owners

Author(s):  Louise BITI

Materials from this session:

Restructuring the family group for an estate plan

Author(s):  Bill SHEW

Materials from this session:

Business succession planning – Buy/sell agreements

Author(s):  Chris TSOVOLOS

Materials from this session:

Super death benefits

Author(s):  Mark WILKINSON

Materials from this session:

Further details about this event:

 

Copyright Statement