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Use of Testamentary Trusts

This seminar will look at:

  • Tax planning opportunities
  • Structuring to achieve client objectives
  • Practical issues

Presented by Andrew Frankland, Partner, Bartier Perry on Monday 28 February 2011.

Since 1988 Andrew has been advising a wide range of clients in relation to their tax affairs. For the last 15 years Andrew's core areas of practice have been tax law, trusts, estate planning, business succession planning and business and personal structuring and restructuring. Andrew is a regular speaker and guest lecturer for various industry bodies including the Taxation Institute of Australia, Institute of Chartered Accountants and the College of Law.

Andrew is a fellow of the Taxation Institute of Australia of Australia, and has previously served on the NSW Education Committee and NSW Technical Committee for that organisation, and is currently on the Editorial Panel of The Retirement and Estate Planning Bulletin and a member of the Society of Trust and Estate Practitioners.

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