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Testamentary discretionary 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 19 Jun 20 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • what is a testamentary trust?
  • reasons for testamentary trusts – asset protection
  • reasons for testamentary trusts – taxation benefits
  • reasons for testamentary trusts – others
  • structuring testamentary trust wills.

Author profiles

Justin Hartnett
Justin Hartnett is a principal of Harwood Andrews in the wills and estates practice area. He is accredited by the Law Institute of Victoria as a specialist in wills and estates. Justin has significant experience in the provision of specialised advice on the implementation of wills and succession plans that allow clients to protect their assets, make significant life decisions and ultimately ensure that their wishes are carried out accordingly. Justin has been recognised in Doyles guide as a Leading Wills and Estates Litigation Lawyer in Victoria, since 2015 and a leading Wills and Estates and Succession Planning Lawyer in Victoria since 2018. - Current at 02 June 2020
Rod PAYNE
Rod is a Director of Harwood Andrews Lawyers.
Current at 1 April 2006
Click here to expand/collapse more articles by Rod PAYNE.

 

Individual sessions

Testamentary discretionary trusts

Author(s):  Justin Hartnett,  Rod PAYNE

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