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Recorded Webinars

Recorded Webinar: Testamentary Trusts – Latest Developments in Inter-Generational Asset Protection

Testamentary trusts provide testators with the ability to protect assets and pass on wealth in a tax-advantaged manner. It is a rare opportunity – but it must be done right. This session looks at these key issues, including: Critical issues –

Date/Time

About the Webinar

Testamentary trusts provide testators with the ability to protect assets and pass on wealth in a tax-advantaged manner. It is a rare opportunity – but it must be done right. This session looks at these key issues, including:

  • Critical issues – beneficiaries, appointors and trustees

  • Testamentary trusts and recent changes:

    • concessional tax rates available to minors limitations

    • when will adult marginal tax rates apply?

    • are superannuation assets outside deceased’s estate

    • setting up a Superannuation Proceeds Testamentary Trust

  • Income streaming with testamentary discretionary trusts

  • Testamentary trusts and family law – trusts and property of the parties versus financial resource

  • Testamentary trusts and managing bankruptcy and litigation risk

  • Structuring testamentary trusts to address personal issues connected with the family:

    • vulnerable children

    • warring siblings

    • blended families

  • Understanding negatives in using testamentary trusts

Presented By

Nathan Yii
Principal Lawyer, Chartered Tax Advisor and SMSF Specialist Advisor, Nathan Yii Lawyers Melbourne, Vic

Nathan Yii is the Principal Lawyer, Chartered Tax Advisor and an accredited SMSF Specialist AdvisorTM of the Melbourne based legal practice, Nathan Yii Lawyers. He is a graduate of Melbourne Law School and holds a Bachelor of Commerce (Accounting), a Bachelor of Laws (Hons) and a Master of Laws. He is a leading structuring and estate planning lawyer, a university lecturer and presenter and is recognised in Doyles’ Guide as a Preeminent Wills, Estates & Succession Planning Lawyer and a Leading Wills & Estates Litigation Lawyer in Victoria in 2021.

Nathan takes a strategic approach to legal practice and focuses on tax-effective solutions, estate planning, asset protection, SMSF compliance and trusts, estates and SMSF disputes. He works with and consults to high net worth individuals, family offices, legal and non-legal professionals and their clients.

Nathan is a regular presenter in his areas of interest and expertise and regularly presents for legal and accounting CPD providers and discussion groups around Australia. He is also an adjunct lecturer and advisory committee board member for the Estate Planning Practice Specialisation in the Master of Laws program at the College of Law.

Who Should Attend?

This webinar is suitable for lawyers throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

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