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.
