Testamentary Trusts are an important estate planning tool. Even clients with modest estates should consider using a Testamentary Trust to protect their testamentary assets in the next generation.
This webinar will discuss the features, protective aspects, and some case law relating to the proper structuring of a Testamentary Trust. We also discuss Cleary Hoare's Bloodline Testamenaray Trust and the difference between it and a standard Testamentary Trust. Finally, we look at the changes to the taxation of Testamentary Trusts which were introduce a few years back.