Estate Planning - Testamentary Trusts Master Class

In this second instalment of his Estate Planning webinar series, Vik Sundar will look at:

• Simple wills vs testamentary trusts.

• The taxation of a testamentary trust and the potential tax benefits.

• Asset protection and testamentary trusts and use of a ‘3 tier asset protection’ structure.

• Drafting testamentary trusts.

• The use of preservation ages and the difference between discretionary testamentary trusts and protective trusts.

• Use of protective trusts for spendthrift beneficiaries and beneficiaries with disabilities.