Testamentary Trusts and Estate Planning
Testamentary Trusts are a popular vehicle for clients to control the distribution of assets to their beneficiaries. Recent changes to the taxation of testamentary trusts have changed the landscape and increased the importance of Testamentary Trust Wills. Understand the best strategies to advise your client to protect their estate plan.
Description
Attend and earn 1 CPD hour
FASEA CPD Categories
Estimated 1 CPD hour in Technical Competence
Testamentary Trusts and Estate Planning
- Estate planning: Why is it so important?
- Testamentary Trust Wills as part of an estate plan: What are they and how can they benefit a client’s beneficiaries?
- The different types of Testamentary Trusts that are available
- The benefits of a properly drafted testamentary trust Will
- Other issues to consider
Presented by Adeline Schiralli, Consulting Principal, Keypoint Law
Learning Objectives:
- Consider the role of Testamentary Trusts in an estate plan
- Understand taxation of testamentary trusts and a comparison of the different types of testamentary trusts
- Examine the pros and cons of Testamentary Trust Wills
Presenters
Adeline is an accomplished estate planning and elder law solicitor with extensive experience developing comprehensive and practical estate plans that suit the individual circumstances of her clients. Prior to joining Keypoint Law as a Consulting Principal, Adeline was a Senior Associate in the Wills and Estates team of a large prominent suburban firm. Adeline holds a Masters of Law (Applied Law) in which she majored in Wills and Estates and is a member of the NSW Law Society’s Elder Law, Capacity & Succession Committee.