You’ve heard me sing the praises of testamentary trusts. They’re a powerful protection vehicle that offer once in a life-time tax benefits. But sometimes? They’re just plain over the top. In this episode, I’m flipping the usual script and talking about when a testamentary trust might not deliver on its promise. While testamentary trusts are one of my favourite tools, great estate planning isn’t about adding more for the sake of it; it's about truly understanding the benefits we can deliver to testators and beneficiaries. The Youtube video mentioned in this episode can be viewed here.
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