Testamentary Trusts and Deceased Estates
Issues covered include: TTs, testamentary trusts, estate planning, wills
Description
Testamentary Trusts are becoming increasingly popular and can provide effective tax outcomes for deceased estates. Understand when a testamentary trust is appropriate and what tips and traps to avoid when advising your client.
Testamentary Trusts and Deceased Estates
- Brief overview of scope of testamentary trusts (TTs)
- Determination as to when appropriate to utilise TTs in estate planning
- Effective drafting of TTs into Wills
- Activation and operation of TTs
- Tips and traps to avoid
Presented by Lee-Ann Cartoon, Principal, Succession Solutions Perth
This webinar will be streamed at AEDT
Presenters
Lee-Ann Cartoon is an experienced tax and succession planning lawyer. She has worked throughout Australia and the UK advising clients ranging from global financial institutions and multinational energy and resource companies to high net wealth individuals. Lee-Ann's experience has given her an appreciation of the importance of approaching any matter commercially, logically and with the client's end goal front of mind. Lee-Ann has developed a particular interest in the area of complex estate and succession planning and regularly advises and presents across these areas.
Accreditation
Attend and Earn 1 CPD Hour
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