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Avoiding the Testamentary Trust for Better Options DVD

Avoiding the Testamentary Trust for Better Options DVD

1 CPD hour

Avoiding the Testamentary Trust for Better Options
Presented by Peter Bobbin, CTA, Rockwell Olivier
A critical analysis and discussion on when and why this is not the right way to plan the estate. Peter was the first person in modern Australian estate planning to urge the use of what is today commonly known as the testamentary trust. Learn from his experience from as early as 1988 on the tips, tricks, when to avoid it and;
•Family law planning mistakes
•When it is simply not valuable
•How the inter vivos trust can be stronger and more efficient
•When pursuing the TT actually increases exposures
•Why beware of the anti-avoidance principles
•Super can be more super, but it is limited
•Avoiding the inevitable fights.


Filmed at the NSW 7th Annual Tax Forum, Sydney on 23 May 2014

Please note this DVD does not include a technical paper

 

 
Available: In Stock
Price: $99.00
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Item Code: DVD
Summary: Avoiding the Testamentary Trust for Better Options DVD

1 CPD hour

Avoiding the Testamentary Trust for Better Options
Presented by Peter Bobbin, CTA, Rockwell Olivier
A critical analysis and discussion on when and why this is not the right way to plan the estate. Peter was the first person in modern Australian estate planning to urge the use of what is today commonly known as the testamentary trust. Learn from his experience from as early as 1988 on the tips, tricks, when to avoid it and;
•Family law planning mistakes
•When it is simply not valuable
•How the inter vivos trust can be stronger and more efficient
•When pursuing the TT actually increases exposures
•Why beware of the anti-avoidance principles
•Super can be more super, but it is limited
•Avoiding the inevitable fights.


Filmed at the NSW 7th Annual Tax Forum, Sydney on 23 May 2014

Please note this DVD does not include a technical paper
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