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Estate planning and the use of 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 18 Oct 18 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • statutory framework of Division 6AA of the 1936 Tax Act
  • discretionary trusts and their relationship to testamentary trusts in estate planning
  • some foreign jurisdiction issues
  • asset protection planning with trusts
  • recent developments.

Author profile

Andrew Frankland CTA
Andrew Frankland, CTA is a partner at Bartier Perry Lawyers and holds qualifications in both accounting and law. He has many years’ experience providing comprehensive estate and business succession planning services including structuring, tax advice and the implementation of all relevant documentation. The 2017 Doyles Guide listed Andrew as a Leading Lawyer in NSW and a Recommended Lawyer for Australia in the area of Wills, Estates & Succession Planning - Current at 19 September 2018
Click here to expand/collapse more articles by Andrew FRANKLAND.

 

This was presented at NSW 15th Annual Estate & Business Succession Planning .

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

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A selection of practical issues arising in the context of wills and estates

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Estate planning and the use of testamentary trusts

Author(s):  Andrew FRANKLAND

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Capacity, consent, informed consent, undue influence and duress

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