One of the most powerful (and intimidating) features of testamentary trusts? Their ability to stream tax-free income to minors thanks to the excepted trust income rules.

If you start breaking out in a sweat the minute you have to start explaining HOW and WHY testamentary trusts offer such incredible tax free treatment for minors - this episode is for you!

And here’s the good news: you don’t need to be a tax expert to understand (and learn how to explain) this incredible benefit of a testamentary trust.

This is trust talk for non-tax lawyers. I break it down in plain English with real world scenarios about why this feature of testamentary trusts is a life changing silver lining for families who have just been through the worst moment of their lives.