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Testamentary trusts and asset protection 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 24 Oct 19 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • family law: property vs financial resource
  • family law: control of a testamentary trust
  • family law: treatment of inheritance
  • family law: assessment of contributions
  • family law: binding financial agreements
  • family provision: adequate provision.

Author profile

Claire Williamson CTA
Claire is a Special Counsel at McCabe Curwood specialising in estate and succession planning. Claire provides holistic and practical advice to clients on strategies that will pass their wealth to their beneficiaries in a considered and tax effective manner. Claire has expertise in advising clients who have complex financial structures and clients with personal circumstances that require bespoke solutions, to ensure the estate plan is effective in achieving the client’s objectives. - Current at 13 November 2019
Click here to expand/collapse more articles by Claire Williamson.

 

This was presented at NSW 16th Annual Estate & Succession Planning Conference .

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

Individual sessions

Testamentary trusts and asset protection – Do they really safeguard estate assets?

Author(s):  Claire Williamson

Materials from this session:

Tax obligations and liabilities of the executors of a deceased estate – Is it worth being an executor?

Author(s):  Anthea Kennedy

Materials from this session:

How to deal with legal incapacity when confronted with disability and an increase in age related illnesses

Author(s):  Gerard Basha,  Raffael Maestri

Materials from this session:

Superannuation & estate planning

Author(s):  Graeme COLLEY

Materials from this session:

One rule to rule them all – Family governance agreements

Author(s):  Peter BOBBIN

Materials from this session:

Further details about this event:

 

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