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Use of testamentary trusts in estate planning paper

Published on 16 May 13 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • use of testamentary trusts in modern wills
  • what is a testamentary trust?
  • advantages of testamentary trusts
  • taxation issues surrounding testamentary trusts – current and perennial
  • aspects in relation to the structuring of testamentary trusts.

Author profile

Dung Lam CTA
Dung is a Principal at West Garbutt and is based in Sydney. Dung has more than 20 years of experience in advising corporates, small-to-medium enterprises, high net worth individuals, professional firms, accountants, financial planners and their clients, on a variety of taxes including income tax, capital gains tax, GST and state taxes such as duty, payroll tax and land tax. Dung also has extensive experience advising on taxation trusts, estate planning and superannuation issues in the SMSF arena. Dung is a Chartered Tax Adviser, full member of the Society of Trusts and Estate Practitioners, an accredited Specialist in Business and Personal Tax with the NSW Law Society, among others. Dung advises a broad range of clients, including corporates, small-to-medium enterprises, high net worth individuals, professional firms, accountants, financial planners and their clients. - Current at 15 June 2022
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This was presented at NSW 6th Annual Tax Forum .

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