Your Testamentary Trust Will and Surcharge Duty and Tax The State Revenue Legislation Further Amendment Act 2020 (NSW) (“the Act”) was assented to on 24 June 2020. The Act has implications for the trustees of Testamentary Trust Wills. The Act provides that if a Trustee of a Discretionary Trust (including testamentary trusts) is taken to be a
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What is Advanced Estate Planning?
Advanced Estate Planning involves planning to:
- Preserve your wealth during your lifetime,
- Generate wealth in a flexible and tax friendly environment, and
- Meet your loved ones’ financial needs in the event of your untimely death, injury or illness.
Asset Protection Strategies and Tax Planning are, therefore, vital to a successful Estate Plan.
Simple Legal Solutions
Too often there are simple solutions to complex Estate Planning issues that go unaddressed.
Speak to one of our Estate Planning Lawyers or download our Advanced Estate Planning Guide to find out about the simple legal solutions available for the following Estate Planning considerations:
- Asset Protection,
- Discretionary Trusts,
- Future Inheritances,
- Business Risk,
- Business Succession Planning,
- Wills creating Testamentary Trusts,
- Superannuation and Self Managed Super Funds,
- Family Law Property Orders, and
- Contested Wills Claims.
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Advanced Estate Planning Guide
Often there are simple solutions to complex Estate Planning problems that go unaddressed.
The purpose of this Guide is to provide a brief overview of the considerations and solutions relevant to our Advanced Estate Planning service.
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