View Legal webinar – What trust is for when: inter vivos; testamentary and post death trusts explored (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:

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


Would you like access to this previous webinar? Email [email protected] to arrange to speak with one of our team.

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

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