Estate Taxation and Asset Protection
Estate Taxation and Asset Protection
Presenter:
Adrian Cartland - Principal, Cartland Law

Chair:
Charlie Belperio - Belperio Clark

CPD Units 1.5

It is important to consider fundamental tax implications when dealing with or advising on an estate. This session will explore those essentials, and also deal with some interesting trust tools for the estate practitioner. Topics to be covered include:
· Testamentary Trusts and taxation of distributions to minors

· Taxation of gifts to non-residents, superannuation funds and charities

· Tax treatment of the Main residence

· Stamp duty traps, including the disclaimer of an interest in an estate

· Using Class Testamentary Trusts to automatically devolve assets per stirpes

· Whether a Blood Descendent Trust can provide asset protection against the Family Court
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