The Art of Estate Planning Podcast
#61 Estate planning for couples: When should a testamentary trust start?
10 Nov 2025
When preparing wills for couples, one of the trickiest questions to navigate is when the testamentary trust should actually begin. Should it start after the first death, or wait until both spouses have passed? In this episode, I unpack the considerations behind this decision, because while there’s no one-size-fits-all answer, getting the timing right can make a big difference to the tax outcomes and asset protection for families.
No persons identified in this episode.
This episode hasn't been transcribed yet
Help us prioritize this episode for transcription by upvoting it.
Popular episodes get transcribed faster
Other recent transcribed episodes
Transcribed and ready to explore now
Before the Crisis: How You and Your Relatives Can Prepare for Financial Caregiving
06 Dec 2025
Motley Fool Money
OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?
06 Dec 2025
All-In with Chamath, Jason, Sacks & Friedberg
OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?
06 Dec 2025
All-In with Chamath, Jason, Sacks & Friedberg
Anthropic Finds AI Answers with Interviewer
05 Dec 2025
The Daily AI Show
#2423 - John Cena
05 Dec 2025
The Joe Rogan Experience
Warehouse to wellness: Bob Mauch on modern pharmaceutical distribution
05 Dec 2025
McKinsey on Healthcare