Resources on demand

Testamentary trusts – some of the more unusual ways to use them!

Testamentary trusts are increasingly being included in Wills as an estate planning tool.

Yet few people are aware of their full power or the creative ways testamentary trusts can be used to achieve clients’ estate planning goals.

This session will help enhance your understanding of some of the more unusual and less common uses of testamentary trusts and when they might be appropriate, including :

  • as a type of life interest
  • restricting surviving spouses
  • disabled beneficiaries and special disability trusts
  • protecting assets for future generations.

[Running time: 1hr 30mins]

$165.00