WEBINAR
Estate Planning Part 2: Testamentary Trusts Masterclass
On Demand
|1 CPD Point
In this second instalment of his Estate Planning webinar series, Vik Sundar explores:
• Simple wills vs testamentary trusts;
• The taxation of a testamentary trust and the potential tax benefits;
• Asset protection and testamentary trusts and use of a ‘3 tier asset protection’ structure;
• Drafting testamentary trusts;
• The use of preservation ages and the difference between discretionary testamentary and protective trusts
• Use of protective trusts for spendthrift beneficiaries and beneficiaries with disabilities.
