In this podcast the View Legal team explore the following topic ‘Testamentary Trusts – the latest tips and traps’ which was held on 27 August 2020.
This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities.
During this extract of the webinar you will learn about:
The ongoing evolution of all aspects of estate planning has increasingly seen more creative uses of testamentary trusts. This presentation will explore a range of planning opportunities for testamentary trusts including:
For access to more webinars and resources join one (or all) of the View Communities.
Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.
Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.
Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)
Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning
Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)
Some of the resources that View Legal has on offer that may be of assistance include:
Related articles
Podcast #1 – TESTAMENTARY TRUSTS – THE FUNDAMENTALS
Podcast #9 – TESTAMENTARY TRUSTS: KEY REVENUE ISSUES
Podcast #14 – TESTAMENTARY TRUSTS BESPOKE PLANNING OPPORTUNITIES
Listen to View’s previous episode here.
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