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


26 March 2020

Duration:  approx. 1 hour

You've spoken and we've listened. From 1/8/19 we've structured most of our webinars to run for one hour - the ideal length for staff training sessions. And, for most of you the webinars will be held at lunchtime - the ideal time for attending live webinars.
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

Recorded Webinars,Estate planning and Wills,Recorded Webinar:  Testamentary Trusts – Latest Developments in Inter-Generational Asset Protection

Nathan Yii, Principal Lawyer, Chartered Tax Advisor, SMSF Specialist AdvisorTM

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. Nathan is also recognised in Doyles’ Guide as a leading Wills, Estates & Succession Planning Lawyer in Victoria. 

Nathan works with accountants, financial planners and other lawyers to achieve their clients’ structuring and estate planning objectives, factoring in taxation, asset protection, SMSF compliance and dispute prevention. He consults to family businesses and family offices of high net worth individuals around Australia. Nathan also acts for clients in trusts and estates dispute matters. 

Nathan is a regular presenter in his areas of interest and expertise and regularly presents for organisations and practitioner discussion groups throughout 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. 2017. Nathan has also been appointed as a member of the Education Quality Assurance Board at the Tax Institute of Australia. 


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.

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:
Recorded Webinars,Estate planning and Wills,Recorded Webinar:  Testamentary Trusts – Latest Developments in Inter-Generational Asset Protection

© Television Education Network Pty Ltd 2020

Product Code: WBRMAR20
 Price:  $264.00 (Inclusive of GST)
© 2020 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.