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Book Cover
Author Rowland, Charles, author

Title Discretionary testamentary trusts : precedents and commentary / Charles Rowland, Phillip Bailey ; assisted by Vik Sundar
Edition First edition
Published Chatswood, N.S.W. : LexisNexis Butterworths, 2013
Chatswood, NSW : LexisNexis Butterworths, 2013


Location Call no. Vol. Availability
 MELB  KN 214.6 K1 Row/Dtt  AVAILABLE
Description xvii, 304 pages ; 25 cm
Contents 1. Basics of discretionary testamentary trusts 2. Tax effectiveness of discretionary testamentary trusts 3. Asset protection and discretionary testamentary trusts 4. Superannuation and testamentary trusts 5. Social security and discretionary testamentary trusts 6. A system for drafting discretionary testamentary trusts 7. Boilerplate precedent for a discretionary testamentary trust 8. Variations to testamentary trust provisions and Schedule 2 trust for disabled person 9. Examples of the precedents applied
Summary Testamentary and discretionary family trusts are a very powerful and effective tool in estate planning and management. They are rapidly increasing in popularity; however, they are very difficult and time consuming to draft. This text provides a comprehensive drafting system and covers all the types of testamentary and discretionary family trusts that solicitors are likely to encounter in practice
Analysis Australian
Notes Includes table of cases and table of statutes
Bibliography Includes bibliographical references and index
Subject Discretionary trusts -- Australia.
Testamentary trusts -- Australia.
Author Bailey, Phillip Edwin, author
Sundar, Vik, author
ISBN 9780409331288 (hardback)