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

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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

 

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 customers 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: 

View apps

Weekly View blog

Published View books

Related articles and resources:

PODCAST #14 – Testamentary Trusts Bespoke Planning Opportunities

PODCAST  #28 – Adviser facilitated Estate planning – Everything you need to know to deliver exceptional value

PODCAST  #51 – Testamentary Trusts – the latest tips and traps

Listen to View’s previous episode here.

Dyan Burgess

Dyan Burgess

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