Podcast

#61 What trust is for when: inter vivos; testamentary and post death trusts explored

In this podcast, the View Legal team explore the following topic ‘What trust is for when: inter vivos; testamentary and post death trusts explored ‘ which was held on 26 August 2021.

In many estate planning exercises arguably the most strategic question to ask is what type of discretionary trust should be implemented.

With the aid of hindsight, the choice made is often one that was not in fact adequately tolerance tested when it should have been.

This webinar explores the key issues with the main alternatives for trust structures in estate planning, including:

unbundling the key features of inter vivos trusts, pre-death testamentary trusts and post-death testamentary trusts
worked examples of each structure
exploring restructuring options when the ‘wrong’ trust is chosen
analysing the key tax consequences of each approach
numerous case study examples

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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.

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Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)