#60 Minors Trusts vs TDTs: The Costs of Choosing the Wrong Trust

Many Australians (and even some professionals) assume a minor’s trust will do the job when it comes to looking after young beneficiaries. It sounds simple, it feels safe — but in reality, it’s often a missed opportunity. In this episode, I unpack why settling for a minor’s trust can mean your clients (and their families) lose out on major tax, control, and protection benefits that a testamentary discretionary trust could have delivered. If your clients are still opting for the “basic” will option, this episode will help you explain why a testamentary discretionary trust is often the smarter, safer choice.

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