...for 6 major types of Australian testamentary trusts & life interests, namely: · Beneficiary controlled (discretionary) testamentary trusts; · Education trusts; · Capital reserved testamentary trusts; · Fixed life interests & portable life interests (accommodation funds); · Special disability trusts; & · All needs protective trusts. LEARNING OUTCOMES: 1. To identify circumstances for the use of particular testamentary trusts in a Will. 2. To identify funding limitations & opportunities for testamentary trusts. 3. To be aware of key tax issues and provisions in relation to testamentary trusts. 4. To be able to recall & apply the knowledge gained from the presentation.
Presented by: Allan Swan As the director of the Melbourne law firm Estate Planning Equation, Allan Swan acts for a diverse range of clients assisting them to achieve their personal objectives in respect of the wealth they own or control. Allan’s particular focus is working to pre-empt problems that may occur in the future, whether those problems might be taxation, business risk, family dispute or vulnerability. Allan Swan works with private clients and their accounting, financial advisors and legal practitioners relating to the legal aspects of the following areas of Preventative Law, namely: • Asset protection • Estate planning • Ownership of funding • Strategy • Structuring • Superannuation • Tax Planning • Trusts • Wills & Probate Allan also provides practitioner training and speaking services in the above areas, is an instructor for the Leo Cussen Centre for Law and for other professional bodies and is also the author of the CCH online practitioner service, Australian Estate Planning. Allan has 3 specialist accreditations, namely as: • a Chartered Tax Adviser – TIA • an Accredited SMSF specialist – SMSF Association • Trusts and Estate Practitioner – STEP. Allan holds degrees in Law and Economics and a Diploma in Financial Services.