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Testamentary Trusts: The Australian master guide e3

Testamentary Trusts: The Australian master guide e3

By Vik Sundar

Testamentary Trusts: The Australian master guide e3 (previously called Testamentary Trusts: Strategies and precedents e2) is the definitive guide to testamentary trusts in Australia. It provides practitioners with adaptable tools to advise on and draft both simple and complex testamentary trusts for differing client needs and the implementation of advanced estate planning strategies.

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  • Full description

    Building on the success of the 2nd edition (previously titled Testamentary Trusts: Strategies and precedents), the 3rd edition has been expanded to include updated precedents, case law analysis and commentary dealing with developments in taxation, family law, superannuation and asset protection law. As the only dedicated text on testamentary trusts in Australia, Testamentary Trusts: The Australian master guide, 3rd edition is a must have for any estate planning practitioner, financial adviser or accountant that advises on testamentary trusts. The central purpose of this book is to provide a flexible and easy-to-use system for drafting discretionary testamentary trusts. The system is intended to allow practitioners to deal with what has always been a very complicated and difficult problem: modifying a discretionary testamentary trust precedent to accommodate the widely different family circumstances and testamentary wishes which testators present to the drafter. This book includes: A discretionary testamentary trust precedent including commentary and explanatory notes; Variation precedents to allow will drafters to modify discretionary testamentary trusts; A protective testamentary trust precedent including variations for a disabled beneficiary; A single testamentary trust precedent for a family group; Right of residence and capital protected trust precedents; Detailed commentary on social security, taxation and superannuation legislation; Analysis and commentary on superannuation, bankruptcy and family law cases; Blended family and family provision strategies; and Precedents and guidance for the establishment and administration of testamentary trusts. Features Authoritative and comprehensive Nationwide coverage Detailed precedents drafted by experts

  • About the author

    Vik Sundar

    Vik Sundar is one of Australia’s leading tax and estate planning lawyers and the pre-eminent expert on testamentary trusts in Australia. He is admitted as a Barrister and Solicitor of the ACT Supreme Court and holds a Masters in Tax from the University of Sydney, Juris Doctor from the Australian National University and Bachelor of Commerce from the University of Wollongong. Vik is the Managing Director and Founder of Clear Law.

  • Product details

    ISBN: 9780409353341

    Published: 2021

    Format: Softcover

  • Table of contents
    Chapter 1: Introduction to Estate Planning and Testamentary Trusts
     
    Chapter 2: Tax and Testamentary Trusts
     
    Chapter 3: Asset Protection and Testamentary Trusts
     
    Chapter 4: Social Security, Testamentary and Special Disability Trusts
     
    Chapter 5: Insurance and Estate Planning
     
    Chapter 6: Superannuation and Succession Planning
     
    Chapter 7: A System for Drafting Testamentary Trusts
     
    Chapter 8: Model Discretionary Testamentary Trust Precedent
     
    Chapter 9: Variations to the Model Testamentary Trust and a Trust for a Disabled Person
     
    Chapter 10: Examples of Precedents Applied
     
    Chapter 11: Family Provision Strategies
     
    Chapter 12: Blended Family Strategies
     
    Chapter 13: Establishing and Administering Testamentary Trusts
     

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