Recorded Webinar: Drafting Testamentary Trusts in a Tax Effective Manner


Date: Wednesday 15th November 2017
Duration: approx. 2 hours
Testamentary trusts can be particularly useful from a tax perspective. However, you need to get the drafting right, or risk losing the tax benefits. This practical session looks at how to ensure your testamentary trusts are drafted in the most tax-effective way, with a focus on the following:
  • Defining the beneficiaries
  • The right to vary
  • The right to vest
  • Income clauses – trust income, net income, trustee’s choice, default
  • Trustee power clauses
  • Appropriate streaming provisions
    • capital gains
    • franked dividends
    • other income classes
Our presenter

Tara Lucke, Consultant Lawyer, View Legal

Tara loves helping clients reach peace of mind about the protection of their wealth and transition to the next generation.

She is a lawyer and one of the four co-founders of the specialist law firm, View Legal Pty Ltd.

While currently enjoying the wonderful lifestyle benefits of being based at the Gold Coast, Tara works predominantly in the Brisbane, Gold Coast and Northern NSW regions. As a location independent lawyer, she also embraces technology to assist clients all over Australia.

Tara specialises in estate planning, tax planning, asset protection, business succession, superannuation and trusts. She started her career with McCullough Robertson, working with them from 2007 to 2014 before co-founding View Legal in 2014.

One of Tara’s fundamental business values is to work collaboratively with clients’ existing advisers to deliver effective and appropriate solutions. To this end, she is passionate about exploring innovations in the legal industry, particularly in relation to using technology and value pricing to provide quality solutions and price certainty for clients.

Tara is a fellow of The Tax Institute and a published author in Australia’s leading monthly tax journal, The Tax Institute’s Taxation in Australia and the leading weekly tax journal, Thomson Reuters’ Weekly Tax Bulletin.


This webinar is suitable for lawyers and accountants 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 us, on (03) 9670 2055 or email:
Product Code: WBGNOV17
 Price:  $253.00 (Inclusive of GST)
© 2019 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.