Investors Voice Category: Legal
3 years ago
Apart from being complicated and contorted, the dispute revolved around who was to receive the $1.4M (approximate) death benefit payable from the SMSF following Peter’s death.
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Five variations to a testamentary trust for you to considerTestamentary trusts are important to consider in estate planning. They can only be created by being included in a Will prior to death (it’s either in there or not, there are no second chances to add it in later).
Last year the AIA worked with lawyer, Lucy Percy of Head & Heart Estate Planning who delivered a series of articles and a webinar on estate planning and testamentary trusts which was exclusive to members.
Subscribe to our newsletter now and find out the five variations to a testamentary trust Percy suggested that you might like to consider.
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