эп. 60

Many Australians (and even some professionals) assume a minor’s trust will do the job when it comes to looking after young beneficiaries. It sounds simple, it feels safe – but in reality, it’s often a missed opportunity. In this episode, I unpack why settling for a minor’s trust can mean your clients (and their families) lose out on major tax, control, and protection benefits that a testamentary discretionary trust (TDT) could have delivered. If your clients are still opting for the “basic” will option, this episode will help you explain why a testamentary discretionary trust is often the smarter, safer choice. – Tara Lucke, Australian Estate Planning Lawyer-Turned-Educator and Founder of The Art of Estate Planning Discover how to scale your estate planning practice at https://www.theartofestateplanning.co... #MinorsTrusts #TestamentaryDiscretionaryTrusts #TestamentaryTrustPrecedents #TestamentaryTrustWillPrecedents